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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

AVGO holding history

Broadcom Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2025 holdings

Shares (Q2 2025)
1,490
Value
$410.7K
% of portfolio
0.1%
Quarters held
5
Since Q2 2024
Holdings of AVGO by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20251,490$410.7K0.1%00.0%UnchangedHolders
Q1 20251,490$249.5K0.1%00.0%UnchangedHolders
Q4 20241,490$345.4K0.1%00.0%UnchangedHolders
Q3 20241,490$257.0K0.1%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 2024149$239.2K<0.1%+149NewHolders