William von Mueffling - Cantillon Capital Management
Holding/activity history for Broadcom Inc. (AVGO)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 4,056,002 | 8.34 | Reduce 11.91% | 1.03 | $309.51 | $1,255,373,179 | SEC |
| 2025 Q4 | 4,604,301 | 8.62 | Reduce 2.03% | 0.17 | $346.10 | $1,593,548,576 | SEC |
| 2025 Q3 | 4,699,739 | 8.54 | Reduce 14.25% | 1.24 | $329.91 | $1,550,490,893 | SEC |
| 2025 Q2 | 5,480,780 | 8.73 | Reduce 13.10% | 0.90 | $275.65 | $1,510,777,007 | SEC |
| 2025 Q1 | 6,306,874 | 6.84 | Reduce 14.44% | 1.49 | $167.43 | $1,055,959,914 | SEC |
| 2024 Q4 | 7,370,870 | 10.33 | Add 0.54% | 0.06 | $231.84 | $1,708,862,501 | SEC |
| 2024 Q3 | 7,331,393 | 7.73 | Add 849.57% | 6.92 | $172.50 | $1,264,665,293 | SEC |
| 2024 Q2 | 772,077 | 8.29 | Reduce 4.88% | 0.33 | $1,605.53 | $1,239,592,786 | SEC |
| 2024 Q1 | 811,687 | 6.77 | Reduce 12.37% | 0.85 | $1,325.41 | $1,075,818,067 | SEC |
| 2023 Q4 | 926,276 | 6.91 | Reduce 2.37% | 0.14 | $1,116.25 | $1,033,955,586 | SEC |
| 2023 Q3 | 948,763 | 5.85 | Reduce 9.44% | 0.60 | $830.58 | $788,023,573 | SEC |
| 2023 Q2 | 1,047,717 | 6.35 | Add 6.35% | 0.38 | $867.43 | $908,821,157 | SEC |
| 2023 Q1 | 985,157 | 5.15 | Reduce 1.57% | 0.07 | $641.54 | $632,017,622 | SEC |
| 2022 Q4 | 1,000,843 | 4.74 | Reduce 2.02% | 0.08 | $559.13 | $559,601,346 | SEC |
| 2022 Q3 | 1,021,489 | 4.11 | Reduce 0.93% | 0.04 | $444.01 | $453,551,000 | SEC |
| 2022 Q2 | 1,031,072 | 4.18 | Reduce 0.45% | 0.02 | $485.81 | $500,905,000 | SEC |
| 2022 Q1 | 1,035,732 | 4.66 | Add 2.96% | 0.13 | $629.68 | $652,180,000 | SEC |
| 2021 Q4 | 1,006,000 | 4.42 | Reduce 7.08% | 0.25 | $665.41 | $669,402,000 | SEC |
| 2021 Q3 | 1,082,706 | 3.58 | Reduce 1.50% | 0.05 | $484.93 | $525,037,000 | SEC |
| 2021 Q2 | 1,099,192 | 3.53 | Reduce 1.25% | 0.05 | $476.84 | $524,139,000 | SEC |
| 2021 Q1 | 1,113,059 | 3.76 | Reduce 3.62% | 0.14 | $463.66 | $516,081,000 | SEC |
| 2020 Q4 | 1,154,896 | 3.79 | Reduce 0.68% | 0.02 | $437.85 | $505,671,000 | SEC |
| 2020 Q3 | 1,162,796 | 3.54 | Reduce 1.02% | 0.03 | $364.32 | $423,630,000 | SEC |
| 2020 Q2 | 1,174,830 | 3.22 | Add 1.02% | 0.03 | $315.61 | $370,789,000 | SEC |
| 2020 Q1 | 1,162,976 | 3.05 | Reduce 0.13% | <0.01 | $237.10 | $275,741,000 | SEC |
| 2019 Q4 | 1,164,439 | 3.42 | Reduce 2.15% | 0.07 | $316.02 | $367,986,000 | SEC |
| 2019 Q3 | 1,190,051 | 3.19 | Reduce 0.65% | 0.02 | $276.07 | $328,537,000 | SEC |
| 2019 Q2 | 1,197,873 | 3.48 | Add 18.98% | 0.56 | $287.86 | $344,820,000 | SEC |
| 2019 Q1 | 1,006,774 | 3.22 | Add 9.85% | 0.29 | $300.71 | $302,747,000 | SEC |
| 2018 Q4 | 916,505 | 2.81 | Add 0.93% | 0.03 | $254.28 | $233,049,000 | SEC |
| 2018 Q3 | 908,028 | 2.52 | Reduce 34.82% | 1.27 | $246.73 | $224,038,000 | SEC |
| 2018 Q2 | 1,393,059 | 3.64 | Buy | 3.64 | $242.64 | $338,012,000 | SEC |