Janus Henderson Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.96B | Sell |
19,350,859
-863,109
| -4% | -$284M | 2.85% | 6 |
|
|
2025
Q4 | $6.97B | Sell |
20,213,968
-697,174
| -3% | -$249M | 3.12% | 6 |
|
|
2025
Q3 | $6.9B | Sell |
20,911,142
-871,377
| -4% | -$267M | 3.15% | 5 |
|
|
2025
Q2 | $6B | Buy |
21,782,519
+1,269,293
| +6% | +$276M | 2.94% | 5 |
|
|
2025
Q1 | $3.47B | Buy |
20,513,226
+5,154,536
| +34% | +$1.09B | 1.9% | 9 |
|
|
2024
Q4 | $3.56B | Buy |
15,358,690
+1,974,620
| +15% | +$365M | 1.81% | 8 |
|
|
2024
Q3 | $2.31B | Buy |
13,384,070
+3,774,900
| +39% | +$605M | 1.18% | 11 |
|
|
2024
Q2 | $1.54B | Buy |
9,609,170
+4,884,210
| +103% | +$684M | 0.83% | 15 |
|
|
2024
Q1 | $626M | Buy |
4,724,960
+733,620
| +18% | +$90.9M | 0.34% | 64 |
|
|
2023
Q4 | $446M | Buy |
3,991,340
+1,560,530
| +64% | +$148M | 0.27% | 98 |
|
|
2023
Q3 | $202M | Buy |
2,430,810
+1,793,170
| +281% | +$155M | 0.13% | 166 |
|
|
2023
Q2 | $55.3M | Sell |
637,640
-33,220
| -5% | -$2.37M | 0.03% | 372 |
|
|
2023
Q1 | $43M | Buy |
670,860
+119,790
| +22% | +$7.21M | 0.03% | 409 |
|
|
2022
Q4 | $30.8M | Sell |
551,070
-10,308,490
| -95% | -$517M | 0.02% | 477 |
|
|
2022
Q3 | $482M | Buy |
10,859,560
+5,006,960
| +86% | +$256M | 0.18% | 141 |
|
|
2022
Q2 | $285M | Sell |
5,852,600
-3,611,440
| -38% | -$203M | 0.2% | 132 |
|
|
2022
Q1 | $596M | Buy |
9,464,040
+1,085,680
| +13% | +$64.5M | 0.29% | 77 |
|
|
2021
Q4 | $558M | Sell |
8,378,360
-3,011,590
| -26% | -$169M | 0.23% | 101 |
|
|
2021
Q3 | $552M | Sell |
11,389,950
-736,470
| -6% | -$35.8M | 0.24% | 99 |
|
|
2021
Q2 | $578M | Sell |
12,126,420
-2,280,570
| -16% | -$106M | 0.25% | 98 |
|
|
2021
Q1 | $668M | Sell |
14,406,990
-2,028,480
| -12% | -$93.8M | 0.31% | 81 |
|
|
2020
Q4 | $720M | Sell |
16,435,470
-747,950
| -4% | -$29.2M | 0.33% | 70 |
|
|
2020
Q3 | $626M | Buy |
17,183,420
+3,855,490
| +29% | +$129M | 0.33% | 67 |
|
|
2020
Q2 | $421M | Buy |
13,327,930
+815,940
| +7% | +$22.8M | 0.24% | 97 |
|
|
2020
Q1 | $297M | Buy |
12,511,990
+1,854,110
| +17% | +$52.2M | 0.2% | 112 |
|
|
2019
Q4 | $337M | Buy |
10,657,880
+513,140
| +5% | +$15.6M | 0.17% | 136 |
|
|
2019
Q3 | $280M | Buy |
10,144,740
+361,030
| +4% | +$10.3M | 0.15% | 165 |
|
|
2019
Q2 | $282M | Buy |
9,783,710
+1,477,690
| +18% | +$43.1M | 0.15% | 166 |
|
|
2019
Q1 | $250M | Sell |
8,306,020
-755,950
| -8% | -$20.5M | 0.14% | 178 |
|
|
2018
Q4 | $230M | Sell |
9,061,970
-1,697,400
| -16% | -$40.1M | 0.15% | 170 |
|
|
2018
Q3 | $265M | Sell |
10,759,370
-14,313,760
| -57% | -$321M | 0.14% | 181 |
|
|
2018
Q2 | $608M | Sell |
25,073,130
-9,252,830
| -27% | -$227M | 0.35% | 65 |
|
|
2018
Q1 | $809M | Buy |
34,325,960
+1,178,170
| +4% | +$29.7M | 0.48% | 32 |
|
|
2017
Q4 | $852M | Sell |
33,147,790
-826,640
| -2% | -$21.5M | 0.52% | 31 |
|
|
2017
Q3 | $824M | Buy |
33,974,430
+15,129,560
| +80% | +$374M | 0.53% | 27 |
|
|
2017
Q2 | $439M | Buy |
18,844,870
+11,030,300
| +141% | +$256M | 0.3% | 80 |
|
|
2017
Q1 | $171M | Sell |
7,814,570
-315,620
| -4% | -$6.5M | 1.2% | 10 |
|
|
2016
Q4 | $144M | Buy |
8,130,190
+863,960
| +12% | +$15M | 1.06% | 14 |
|
|
2016
Q3 | $125M | Buy |
7,266,230
+1,595,540
| +28% | +$26.7M | 0.92% | 17 |
|
|
2016
Q2 | $88.1M | Sell |
5,670,690
-32,370
| -0.6% | -$493K | 0.73% | 23 |
|
|
2016
Q1 | $88.1M | Buy |
5,703,060
+643,090
| +13% | +$8.69M | 0.71% | 20 |
|
|
2015
Q4 | $73.5M | Buy |
5,059,970
+30,250
| +0.6% | +$393K | 0.59% | 27 |
|
|
2015
Q3 | $62.9M | Sell |
5,029,720
-171,870
| -3% | -$2.17M | 0.55% | 35 |
|
|
2015
Q2 | $69.2M | Buy |
5,201,590
+353,560
| +7% | +$4.63M | 0.54% | 32 |
|
|
2015
Q1 | $61.6M | Sell |
4,848,030
-1,644,760
| -25% | -$18.9M | 0.47% | 38 |
|
|
2014
Q4 | $65.3M | Buy |
6,492,790
+89,460
| +1% | +$799K | 0.47% | 45 |
|
|
2014
Q3 | $55.7M | Buy |
6,403,330
+540,440
| +9% | +$4.22M | 0.52% | 48 |
|
|
2014
Q2 | $42.3M | Buy |
5,862,890
+5,522,430
| +1,622% | +$37.1M | 0.39% | 59 |
|
|
2014
Q1 | $2.19M | Buy |
340,460
+50,740
| +18% | +$297K | 0.02% | 417 |
|
|
2013
Q4 | $1.53M | Sell |
289,720
-23,090
| -7% | -$106K | 0.02% | 459 |
|
|
2013
Q3 | $1.35M | Hold |
312,810
| – | – | 0.01% | 474 |
|
|
2013
Q2 | $1.18M | Buy |
+312,810
| New | +$1.09M | 0.01% | 483 |
|
Other funds holding AVGO
VCM
VPM
Janus Henderson Group's AVGO Position: Q1 2026 in Review
Janus Henderson Group reduced its Broadcom (AVGO) stake by 4.3% in Q1 2026, selling an estimated $284M and leaving 19,350,859 shares worth $5.96B. The position accounts for 2.85% of the portfolio, ranked #6.
Janus Henderson Group first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.97B in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Janus Henderson Group held 19,350,859 shares of Broadcom worth $5.96B as of Q1 2026.
- Janus Henderson Group sold 863,109 Broadcom shares in Q1 2026, an estimated $284M.
- Broadcom made up 2.85% of Janus Henderson Group's portfolio in Q1 2026, its #6 holding.
- Janus Henderson Group first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
- Janus Henderson Group's Broadcom position peaked at $6.97B in Q4 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.