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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
8,151
Value
$3.08M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,151$3.08M0.3%+334+4.3%AddedHolders
Q1 20267,817$2.42M0.3%+253+3.3%AddedHolders
Q4 20257,564$2.62M0.3%−163−2.1%ReducedHolders
Q3 20257,727$2.55M0.3%−359−4.4%ReducedHolders
Q2 20258,086$2.23M0.3%−119−1.5%ReducedHolders
Q1 20258,205$1.37M0.2%−251−3.0%ReducedHolders
Q4 20248,456$1.96M0.3%−325−3.7%ReducedHolders
Q3 20248,781$1.51M0.2%+211+2.5%AddedConverted for a 10-for-1 splitHolders
Q2 2024857$1.38M0.2%−79−8.4%ReducedHolders
Q1 2024936$1.24M0.2%−89−8.7%ReducedHolders
Q4 20231,025$1.14M0.2%−44−4.1%ReducedHolders
Q3 20231,069$887.9K0.2%−233−17.9%ReducedHolders
Q2 20231,302$1.13M0.2%−66−4.8%ReducedHolders
Q1 20231,368$877.6K0.2%+36+2.7%AddedHolders
Q4 20221,332$744.8K0.2%−219−14.1%ReducedHolders
Q3 20221,551$689.0K0.1%+85+5.8%AddedHolders
Q2 20221,466$712.0K0.1%+11+0.8%AddedHolders
Q1 20221,455$916.0K0.2%+183+14.4%AddedHolders
Q4 20211,272$846.0K0.2%+100+8.5%AddedHolders
Q3 20211,172$568.0K0.1%+15+1.3%AddedHolders
Q2 20211,157$552.0K0.1%+30+2.7%AddedHolders
Q1 20211,127$523.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.