EWM
AVGO icon

Evermay Wealth Management’s Broadcom AVGO Stock Holding History

Evermay Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.08M Buy
8,151
+334
+4% +$134K 0.32% 33
2026
Q1 		$2.42M Buy
7,817
+253
+3% +$83.3K 0.27% 39
2025
Q4 		$2.62M Sell
7,564
-163
-2% -$58.3K 0.29% 38
2025
Q3 		$2.55M Sell
7,727
-359
-4% -$110K 0.29% 40
2025
Q2 		$2.23M Sell
8,086
-119
-1% -$25.8K 0.27% 40
2025
Q1 		$1.37M Sell
8,205
-251
-3% -$53.1K 0.18% 60
2024
Q4 		$1.96M Sell
8,456
-325
-4% -$60.1K 0.3% 43
2024
Q3 		$1.51M Buy
8,781
+211
+2% +$33.8K 0.24% 54
2024
Q2 		$1.38M Sell
8,570
-790
-8% -$111K 0.22% 60
2024
Q1 		$1.24M Sell
9,360
-890
-9% -$110K 0.19% 68
2023
Q4 		$1.14M Sell
10,250
-440
-4% -$41.7K 0.21% 53
2023
Q3 		$888K Sell
10,690
-2,330
-18% -$202K 0.18% 64
2023
Q2 		$1.13M Sell
13,020
-660
-5% -$47.1K 0.22% 50
2023
Q1 		$878K Buy
13,680
+360
+3% +$21.7K 0.18% 65
2022
Q4 		$745K Sell
13,320
-2,190
-14% -$110K 0.15% 72
2022
Q3 		$689K Buy
15,510
+850
+6% +$43.4K 0.14% 71
2022
Q2 		$712K Buy
14,660
+110
+0.8% +$6.17K 0.14% 69
2022
Q1 		$916K Buy
14,550
+1,830
+14% +$109K 0.15% 68
2021
Q4 		$846K Buy
12,720
+1,000
+9% +$56.2K 0.15% 54
2021
Q3 		$568K Buy
11,720
+150
+1% +$7.29K 0.11% 74
2021
Q2 		$552K Buy
11,570
+300
+3% +$13.9K 0.1% 89
2021
Q1 		$523K Sell
11,270
-130
-1% -$6.01K 0.1% 89
2020
Q4 		$499K Sell
11,400
-200
-2% -$7.8K 0.11% 87
2020
Q3 		$423K Buy
11,600
+310
+3% +$10.4K 0.1% 91
2020
Q2 		$356K Sell
11,290
-990
-8% -$27.7K 0.09% 100
2020
Q1 		$291K Buy
12,280
+5,730
+87% +$161K 0.09% 108
2019
Q4 		$207K Buy
+6,550
New +$199K 0.05% 158

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evermay Wealth Management's AVGO Position: Q2 2026 in Review

Evermay Wealth Management increased its Broadcom (AVGO) stake by 4.3% in Q2 2026, buying an estimated $134K and bringing the position to 8,151 shares worth $3.08M. The position accounts for 0.32% of the portfolio, ranked #33.

Evermay Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Evermay Wealth Management held 8,151 shares of Broadcom worth $3.08M as of Q2 2026.
  • Evermay Wealth Management bought 334 Broadcom shares in Q2 2026, an estimated $134K.
  • Broadcom made up 0.32% of Evermay Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Evermay Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.