Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionCapital Wealth Planning, LLC
Latest Disclosed Ownership116,726 shares
Latest Disclosed Value $ 36,127,961
Capital Wealth Planning, LLC reports 37.13% increase in ownership of 1YD / Broadcom Inc.

On May 15, 2026 - Capital Wealth Planning, LLC filed a 13F-HR form disclosing ownership of 116,726 shares of Broadcom Inc. (DE:1YD) valued at $30,803,991 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 85,118 shares of Broadcom Inc.. This represents a change in shares of 37.13% during the quarter. The current value of the position is $39,470,897 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BROADCOM COM 11135F101 116,726 31,608 37.13 36,128 22.63 0.1578
2026-02-11 2025-12-31 13F BROADCOM COM 11135F101 85,118 36,225 74.09 29,459 82.63 0.1907
2025-11-13 2025-09-30 13F BROADCOM COM 11135F101 48,893 32,722 202.35 16,130 261.90 0.1137
2025-08-07 2025-06-30 13F BROADCOM COM 11135F101 16,171 10,451 182.71 4,458 365.73 0.0352
2025-05-12 2025-03-31 13F BROADCOM COM 11135F101 5,720 2,290 66.76 958 20.38 0.0083
2025-02-05 2024-12-31 13F BROADCOM COM 11135F101 3,430 -1,716 -33.35 795 -10.37 0.0074
2024-11-12 2024-09-30 13F BROADCOM COM 11135F101 5,146 4,757 1,222.88 888 42.15 0.0083
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 389 -68,484 -99.44 625 -99.32 0.0065
2024-05-07 2024-03-31 13F BROADCOM COM 11135F101 68,873 -197,892 -74.18 91,285 -69.34 0.9759
2024-02-08 2023-12-31 13F BROADCOM COM 11135F101 266,765 266,024 35,900.67 297,776 48,318.86 3.4092
2023-11-06 2023-09-30 13F BROADCOM COM 11135F101 741 741 615 0.0076
2023-05-04 2023-03-31 13F BROADCOM COM 11135F101 0 -531 -100.00 0 -100.00
2023-02-03 2022-12-31 13F BROADCOM COM 11135F101 531 531 297 0.0043
2022-08-08 2022-06-30 13F BROADCOM COM 11135F101 0 -320 -100.00 0 -100.00
2022-05-11 2022-03-31 13F BROADCOM COM 11135F101 320 -926 -74.32 201 -75.75 0.0041
2022-02-04 2021-12-31 13F BROADCOM COM 11135F101 1,246 233 23.00 829 68.84 0.0184
2021-11-03 2021-09-30 13F BROADCOM COM 11135F101 1,013 -47 -4.43 491 -2.96 0.0135
2021-08-03 2021-06-30 13F BROADCOM COM 11135F101 1,060 283 36.42 506 40.56 0.0142
2021-04-19 2021-03-31 13F BROADCOM COM 11135F101 777 273 54.17 360 53.85 0.0118
2021-01-25 2020-12-31 13F BROADCOM COM 11135F101 504 504 234 0.0090
2020-08-14 2020-06-30 13F BROADCOM COM 11135F101 0 -1,378 -100.00 0 -100.00
2020-04-30 2020-03-31 13F BROADCOM COM 11135F101 1,378 464 50.77 327 13.15 0.0206
2020-02-26 2019-12-31 13F BROADCOM COM 11135F101 914 -1 -0.11 289 12.02 0.0171
2019-11-12 2019-09-30 13F BROADCOM E 11135F101 915 -730 -44.38 258 -45.57 0.0164
2019-08-02 2019-06-30 13F BROADCOM E 11135F101 1,645 1,645 474 0.0344
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.