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Evernest Financial Advisors’s Broadcom AVGO Stock Holding History

Evernest Financial Advisors’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
Q1 		$2.73M Buy
6,520
+253
+4% +$83.3K 0.57% 34
2025
Q4 		$2.16M Sell
6,267
-1,636
-21% -$585K 0.45% 37
2025
Q3 		$2.61M Sell
7,903
-701
-8% -$215K 0.73% 28
2025
Q2 		$2.37M Buy
8,604
+1,767
+26% +$384K 0.77% 27
2025
Q1 		$1.14M Sell
6,837
-1,694
-20% -$359K 0.41% 54
2024
Q4 		$1.98M Buy
8,531
+3,000
+54% +$555K 0.51% 30
2024
Q3 		$954K Buy
5,531
+3,761
+212% +$603K 0.26% 65
2024
Q2 		$284K Hold
1,770
– – 0.13% 112
2024
Q1 		$213K Buy
+1,770
New +$219K 0.1% 122

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evernest Financial Advisors's AVGO Position: Q1 2026 in Review

Evernest Financial Advisors increased its Broadcom (AVGO) stake by 4% in Q1 2026, buying an estimated $83.3K and bringing the position to 6,520 shares worth $2.73M. The position accounts for 0.57% of the portfolio, ranked #34.

Evernest Financial Advisors first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Evernest Financial Advisors held 6,520 shares of Broadcom worth $2.73M as of Q1 2026.
  • Evernest Financial Advisors bought 253 Broadcom shares in Q1 2026, an estimated $83.3K.
  • Broadcom made up 0.57% of Evernest Financial Advisors's portfolio in Q1 2026, its #34 holding.
  • Evernest Financial Advisors first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.