Thornburg Investment Management’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 | $645M | Buy |
2,083,646
+25,651
| +1% | +$8.44M | 6.69% | 4 |
|
|
2025
Q4 | $712M | Sell |
2,057,995
-146,530
| -7% | -$52.4M | 8.99% | 3 |
|
|
2025
Q3 | $727M | Sell |
2,204,525
-440,840
| -17% | -$135M | 9.49% | 3 |
|
|
2025
Q2 | $729M | Sell |
2,645,365
-357,168
| -12% | -$77.6M | 9.38% | 2 |
|
|
2025
Q1 | $5.03B | Sell |
3,002,533
-151,302
| -5% | -$32M | 7.03% | 3 |
|
|
2024
Q4 | $731M | Sell |
3,153,835
-451,873
| -13% | -$83.6M | 9.66% | 1 |
|
|
2024
Q3 | $622M | Sell |
3,605,708
-932
| -0% | -$149K | 8.09% | 1 |
|
|
2024
Q2 | $579M | Sell |
3,606,640
-122,930
| -3% | -$17.2M | 8.15% | 1 |
|
|
2024
Q1 | $494M | Sell |
3,729,570
-607,450
| -14% | -$75.3M | 6.9% | 1 |
|
|
2023
Q4 | $484M | Sell |
4,337,020
-120,210
| -3% | -$11.4M | 6.98% | 1 |
|
|
2023
Q3 | $370M | Sell |
4,457,230
-729,550
| -14% | -$63.2M | 6.09% | 1 |
|
|
2023
Q2 | $450M | Sell |
5,186,780
-1,105,980
| -18% | -$78.9M | 7.29% | 1 |
|
|
2023
Q1 | $404M | Sell |
6,292,760
-370,940
| -6% | -$22.3M | 6.67% | 1 |
|
|
2022
Q4 | $373M | Buy |
6,663,700
+2,150
| +0% | +$108K | 6.3% | 2 |
|
|
2022
Q3 | $296M | Sell |
6,661,550
-501,150
| -7% | -$25.6M | 5.24% | 3 |
|
|
2022
Q2 | $348M | Sell |
7,162,700
-6,400
| -0.1% | -$359K | 5.33% | 3 |
|
|
2022
Q1 | $451M | Sell |
7,169,100
-97,670
| -1% | -$5.8M | 5.91% | 2 |
|
|
2021
Q4 | $484M | Sell |
7,266,770
-776,340
| -10% | -$43.6M | 5.67% | 1 |
|
|
2021
Q3 | $390M | Buy |
8,043,110
+194,820
| +2% | +$9.47M | 4.79% | 2 |
|
|
2021
Q2 | $374M | Buy |
7,848,290
+25,000
| +0.3% | +$1.16M | 4.3% | 4 |
|
|
2021
Q1 | $363M | Sell |
7,823,290
-681,710
| -8% | -$31.5M | 4.21% | 4 |
|
|
2020
Q4 | $372M | Sell |
8,505,000
-1,500
| -0% | -$58.5K | 4.42% | 3 |
|
|
2020
Q3 | $310M | Sell |
8,506,500
-1,132,380
| -12% | -$37.9M | 4.1% | 6 |
|
|
2020
Q2 | $304M | Sell |
9,638,880
-347,350
| -3% | -$9.72M | 3.91% | 6 |
|
|
2020
Q1 | $237M | Buy |
9,986,230
+36,550
| +0.4% | +$1.03M | 3.39% | 9 |
|
|
2019
Q4 | $314M | Buy |
9,949,680
+933,840
| +10% | +$28.4M | 3.02% | 8 |
|
|
2019
Q3 | $249M | Buy |
9,015,840
+446,680
| +5% | +$12.7M | 2.4% | 11 |
|
|
2019
Q2 | $247M | Hold |
8,569,160
| – | – | 2.37% | 11 |
|
|
2019
Q1 | $258M | Buy |
8,569,160
+318,660
| +4% | +$8.64M | 2.49% | 10 |
|
|
2018
Q4 | $210M | Buy |
8,250,500
+3,796,370
| +85% | +$89.6M | 2.05% | 12 |
|
|
2018
Q3 | $110M | Buy |
+4,454,130
| New | +$99.9M | 0.92% | 32 |
|
|
2016
Q2 | – | Sell |
-10,290
| Closed | -$159K | – | 264 |
|
|
2016
Q1 | $159K | Sell |
10,290
-3,470,240
| -100% | -$46.9M | ﹤0.01% | 252 |
|
|
2015
Q4 | $50.5M | Buy |
+3,480,530
| New | +$45.2M | 0.32% | 72 |
|
|
2013
Q4 | – | Sell |
-7,352,130
| Closed | -$31.7M | – | 285 |
|
|
2013
Q3 | $31.7M | Buy |
+7,352,130
| New | +$28.2M | 0.13% | 144 |
|
Other funds holding AVGO
VCM
VPM
