Churchill Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4M | Sell |
287,866
-9,393
| -3% | -$2.04M | 0.86% | 20 |
|
|
2025
Q1 | $49.8M | Sell |
297,259
-63,077
| -18% | -$13.3M | 0.63% | 19 |
|
|
2024
Q4 | $83.5M | Sell |
360,336
-7,370
| -2% | -$1.36M | 0.91% | 18 |
|
|
2024
Q3 | $63.4M | Sell |
367,706
-9,034
| -2% | -$1.45M | 0.73% | 20 |
|
|
2024
Q2 | $60.5M | Sell |
376,740
-6,310
| -2% | -$884K | 0.71% | 21 |
|
|
2024
Q1 | $50.8M | Sell |
383,050
-90,030
| -19% | -$11.2M | 0.63% | 19 |
|
|
2023
Q4 | $52.8M | Sell |
473,080
-18,640
| -4% | -$1.76M | 0.81% | 17 |
|
|
2023
Q3 | $40.8M | Sell |
491,720
-37,720
| -7% | -$3.27M | 0.69% | 19 |
|
|
2023
Q2 | $45.9M | Sell |
529,440
-9,260
| -2% | -$660K | 0.78% | 18 |
|
|
2023
Q1 | $34.6M | Sell |
538,700
-17,700
| -3% | -$1.06M | 0.71% | 19 |
|
|
2022
Q4 | $31.1M | Sell |
556,400
-10,830
| -2% | -$543K | 0.75% | 14 |
|
|
2022
Q3 | $25.2M | Sell |
567,230
-13,560
| -2% | -$693K | 0.68% | 17 |
|
|
2022
Q2 | $28.2M | Sell |
580,790
-4,170
| -0.7% | -$234K | 0.71% | 19 |
|
|
2022
Q1 | $36.8M | Buy |
584,960
+1,840
| +0.3% | +$109K | 0.65% | 19 |
|
|
2021
Q4 | $38.8M | Sell |
583,120
-5,180
| -0.9% | -$291K | 0.54% | 28 |
|
|
2021
Q3 | $28.5M | Sell |
588,300
-3,750
| -0.6% | -$182K | 0.43% | 33 |
|
|
2021
Q2 | $28.2M | Buy |
592,050
+3,650
| +0.6% | +$169K | 0.42% | 32 |
|
|
2021
Q1 | $27.3M | Sell |
588,400
-24,440
| -4% | -$1.13M | 0.45% | 31 |
|
|
2020
Q4 | $26.8M | Sell |
612,840
-39,900
| -6% | -$1.56M | 0.46% | 30 |
|
|
2020
Q3 | $23.8M | Sell |
652,740
-50,270
| -7% | -$1.68M | 0.58% | 21 |
|
|
2020
Q2 | $22.2M | Sell |
703,010
-22,550
| -3% | -$631K | 0.69% | 17 |
|
|
2020
Q1 | $17.2M | Sell |
725,560
-11,190
| -2% | -$315K | 0.87% | 15 |
|
|
2019
Q4 | $23.3M | Sell |
736,750
-5,620
| -0.8% | -$171K | 0.44% | 22 |
|
|
2019
Q3 | $20.5M | Sell |
742,370
-9,890
| -1% | -$281K | 0.52% | 23 |
|
|
2019
Q2 | $21.7M | Sell |
752,260
-23,130
| -3% | -$674K | 0.58% | 20 |
|
|
2019
Q1 | $23.3M | Sell |
775,390
-25,180
| -3% | -$683K | 0.62% | 19 |
|
|
2018
Q4 | $20.4M | Buy |
800,570
+517,860
| +183% | +$12.2M | 0.89% | 13 |
|
|
2018
Q3 | $6.97M | Buy |
282,710
+17,550
| +7% | +$394K | 0.15% | 68 |
|
|
2018
Q2 | $6.43M | Buy |
265,160
+14,670
| +6% | +$360K | 0.17% | 65 |
|
|
2018
Q1 | $5.9M | Sell |
250,490
-12,530
| -5% | -$315K | 0.17% | 64 |
|
|
2017
Q4 | $6.76M | Buy |
263,020
+35,080
| +15% | +$912K | 0.15% | 56 |
|
|
2017
Q3 | $5.53M | Buy |
227,940
+11,440
| +5% | +$283K | 0.14% | 63 |
|
|
2017
Q2 | $5.05M | Buy |
216,500
+16,910
| +8% | +$392K | 0.13% | 65 |
|
|
2017
Q1 | $4.37M | Sell |
199,590
-8,940
| -4% | -$184K | 0.12% | 68 |
|
|
2016
Q4 | $3.69M | Sell |
208,530
-12,410
| -6% | -$215K | 0.12% | 71 |
|
|
2016
Q3 | $3.81M | Buy |
+220,940
| New | +$3.7M | 0.16% | 73 |
|
Other funds holding AVGO
Churchill Management's AVGO Position: Q2 2025 in Review
Churchill Management reduced its Broadcom (AVGO) stake by 3.2% in Q2 2025, selling an estimated $2.04M and leaving 287,866 shares worth $79.4M. The position accounts for 0.86% of the portfolio, ranked #20.
Churchill Management first reported a position in AVGO in Q3 2016 and has held it in 36 quarters since. The position peaked at $83.5M in Q4 2024. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.
- Churchill Management held 287,866 shares of Broadcom worth $79.4M as of Q2 2025.
- Churchill Management sold 9,393 Broadcom shares in Q2 2025, an estimated $2.04M.
- Broadcom made up 0.86% of Churchill Management's portfolio in Q2 2025, its #20 holding.
- Churchill Management first reported a position in Broadcom in Q3 2016 and has held it in 36 quarters since.
- Churchill Management's Broadcom position peaked at $83.5M in Q4 2024.
- 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.
Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.