Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionFoster Victor Wealth Advisors, LLC
Latest Disclosed Ownership47,650 shares
Latest Disclosed Value $ 18,144,073
Foster Victor Wealth Advisors, LLC reports 7.98% decrease in ownership of 1YD / Broadcom Inc.

On April 20, 2026 - Foster Victor Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 47,650 shares of Broadcom Inc. (DE:1YD) valued at $12,574,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 51,785 shares of Broadcom Inc.. This represents a change in shares of -7.98% during the quarter. The current value of the position is $16,112,847 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.

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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)
2026-04-20 2026-03-31 13F BROADCOM COM 11135F101 47,650 -4,135 -7.98 18,144 -0.38 1.0369
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 51,785 1,631 3.25 18,213 7.32 1.0610
2025-10-10 2025-09-30 13F BROADCOM COM 11135F101 50,154 -11,401 -18.52 16,971 -0.80 1.0562
2025-07-15 2025-06-30 13F BROADCOM COM 11135F101 61,555 -16,580 -21.22 17,106 20.34 1.1596
2025-04-17 2025-03-31 13F BROADCOM COM 11135F101 78,135 14,871 23.51 14,216 -5.37 1.1430
2025-01-23 2024-12-31 13F BROADCOM COM 11135F101 63,264 -44,755 -41.43 15,021 -25.22 1.1505
2024-10-15 2024-09-30 13F BROADCOM COM 11135F101 108,019 13,705 14.53 20,086 25.74 1.6092
2024-07-18 2024-06-30 13F BROADCOM COM 11135F101 94,314 82,036 668.15 15,974 -5.89 1.3350
2024-04-26 2024-03-31 13F BROADCOM COM 11135F101 12,278 -230 -1.84 16,973 26.26 1.5487
2024-01-19 2023-12-31 13F BROADCOM COM 11135F101 12,508 -2,394 -16.06 13,444 6.73 1.3761
2023-10-16 2023-09-30 13F BROADCOM COM 11135F101 14,902 -4,313 -22.45 12,596 -23.94 1.4673
2023-07-17 2023-06-30 13F BROADCOM COM 11135F101 19,215 -3,507 -15.43 16,560 14.88 1.8402
2023-04-20 2023-03-31 13F BROADCOM COM 11135F101 22,722 -4,243 -15.74 14,415 -9.15 1.7478
2023-01-27 2022-12-31 13F BROADCOM COM 11135F101 26,965 3,117 13.07 15,867 38.76 2.0196
2022-10-24 2022-09-30 13F BROADCOM COM 11135F101 23,848 2,623 12.36 11,435 11.63 1.6673
2022-07-19 2022-06-30 13F BROADCOM COM 11135F101 21,225 2,542 13.61 10,244 -8.92 1.5246
2022-04-14 2022-03-31 13F BROADCOM COM 11135F101 18,683 2,596 16.14 11,247 12.40 1.5405
2022-01-19 2021-12-31 13F BROADCOM COM 11135F101 16,087 -1,596 -9.03 10,006 16.69 1.3621
2021-10-08 2021-09-30 13F BROADCOM COM 11135F101 17,683 623 3.65 8,575 5.41 1.3722
2021-07-29 2021-06-30 13F BROADCOM COM 11135F101 17,060 2,425 16.57 8,135 14.63 1.3583
2021-04-23 2021-03-31 13F BROADCOM COM 11135F101 14,635 285 1.99 7,097 12.96 1.3203
2021-02-08 2020-12-31 13F BROADCOM COM 11135F101 14,350 -251 -1.72 6,283 18.12 1.4319
2020-10-26 2020-09-30 13F BROADCOM COM 11135F101 14,601 -1,193 -7.55 5,319 6.70 1.4426
2020-08-03 2020-06-30 13F BROADCOM COM 11135F101 15,794 306 1.98 4,985 29.99 1.6543
2020-04-29 2020-03-31 13F BROADCOM COM 11135F101 15,488 3,844 33.01 3,835 6.68 1.6828
2020-01-13 2019-12-31 13F BROADCOM COM 11135F101 11,644 2,416 26.18 3,595 41.09 1.5569
2019-10-11 2019-09-30 13F BROADCOM COM 11135F101 9,228 5,710 162.31 2,548 163.50 1.4173
2019-07-16 2019-06-30 13F BROADCOM COM 11135F101 3,518 2,313 191.95 967 167.13 0.7101
2019-05-03 2019-03-31 13F BROADCOM COM 11135F101 1,205 369 44.14 362 69.95 0.2819
2019-03-04 2018-12-31 13F BROADCOM COM 11135F101 836 836 213 0.2007
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.