Barrow, Hanley, Mewhinney & Strauss’s Broadcom AVGO Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2025 Q1	–	Sell	-250,810	Closed	-$58.1M	–	322
2024 Q4	$58.1M	Sell	250,810 -2,461,392	-91%	-$455M	0.2%	97
2024 Q3	$468M	Sell	2,712,202 -659,308	-20%	-$106M	1.53%	23
2024 Q2	$541M	Sell	3,371,510 -1,693,180	-33%	-$237M	1.85%	11
2024 Q1	$671M	Sell	5,064,690 -883,930	-15%	-$110M	2.26%	8
2023 Q4	$664M	Sell	5,948,620 -309,660	-5%	-$29.3M	2.34%	7
2023 Q3	$520M	Sell	6,258,280 -156,680	-2%	-$13.6M	1.99%	13
2023 Q2	$556M	Sell	6,414,960 -743,740	-10%	-$53M	2.07%	10
2023 Q1	$459M	Sell	7,158,700 -644,840	-8%	-$38.8M	1.78%	19
2022 Q4	$436M	Sell	7,803,540 -10,290	-0.1%	-$516K	1.64%	23
2022 Q3	$347M	Sell	7,813,830 -228,240	-3%	-$11.7M	1.42%	30
2022 Q2	$391M	Sell	8,042,070 -487,190	-6%	-$27.3M	1.47%	30
2022 Q1	$537M	Sell	8,529,260 -1,239,810	-13%	-$73.6M	1.75%	22
2021 Q4	$650M	Sell	9,769,070 -502,540	-5%	-$28.2M	2.05%	9
2021 Q3	$498M	Sell	10,271,610 -65,950	-0.6%	-$3.21M	1.65%	24
2021 Q2	$493M	Sell	10,337,560 -1,553,500	-13%	-$72M	1.58%	27
2021 Q1	$551M	Sell	11,891,060 -987,770	-8%	-$45.7M	1.76%	18
2020 Q4	$564M	Sell	12,878,830 -3,523,680	-21%	-$137M	1.94%	13
2020 Q3	$598M	Sell	16,402,510 -487,730	-3%	-$16.3M	2.3%	6
2020 Q2	$533M	Sell	16,890,240 -1,059,540	-6%	-$29.7M	2.09%	14
2020 Q1	$426M	Buy	17,949,780 +1,836,190	+11%	+$51.7M	1.95%	17
2019 Q4	$509M	Buy	16,113,590 +1,713,730	+12%	+$52M	1.63%	24
2019 Q3	$398M	Buy	14,399,860 +603,320	+4%	+$17.2M	0.78%	40
2019 Q2	$397M	Sell	13,796,540 -149,190	-1%	-$4.35M	0.72%	43
2019 Q1	$419M	Buy	13,945,730 +687,210	+5%	+$18.6M	0.76%	43
2018 Q4	$337M	Sell	13,258,520 -175,190	-1%	-$4.13M	0.66%	44
2018 Q3	$331M	Buy	13,433,710 +3,617,610	+37%	+$81.1M	0.53%	53
2018 Q2	$238M	Buy	9,816,100 +118,520	+1%	+$2.91M	0.38%	70
2018 Q1	$229M	Buy	9,697,580 +1,318,450	+16%	+$33.2M	0.36%	66
2017 Q4	$215M	Buy	+8,379,130	New	+$218M	0.32%	70

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's AVGO Position: Q1 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 250,810 shares — an estimated $58.1M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in AVGO in Q4 2017 and held it in 29 quarters. The position peaked at $671M in Q1 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Barrow, Hanley, Mewhinney & Strauss reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 250,810 Broadcom shares in Q1 2025, an estimated $58.1M.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Broadcom in Q4 2017 and held it in 29 quarters.
Barrow, Hanley, Mewhinney & Strauss's Broadcom position peaked at $671M in Q1 2024.
3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2025, filed 12 May 2025.