Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
410,00 € ↑11,55 (2,90%)
2026-06-02
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership76,188 shares
Latest Disclosed Value $ 23,580,986
IHT Wealth Management, LLC reports 7.44% increase in ownership of 1YD / Broadcom Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 76,188 shares of Broadcom Inc. (DE:1YD) valued at $20,106,013 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 70,915 shares of Broadcom Inc.. This represents a change in shares of 7.44% during the quarter. The current value of the position is $25,762,972 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)
2026-05-15 2026-03-31 13F Broadcom COM 11135F101 76,188 5,273 7.44 23,581 -3.92 0.5455
2026-02-17 2025-12-31 13F Broadcom COM 11135F101 70,915 -1,898 -2.61 24,544 2.16 0.5963
2025-11-14 2025-09-30 13F Broadcom COM 11135F101 72,813 -5,191 -6.65 24,024 11.73 0.6076
2025-08-14 2025-06-30 13F Broadcom COM 11135F101 78,004 541 0.70 21,502 65.74 0.5911
2025-05-15 2025-03-31 13F Broadcom COM 11135F101 77,463 14,537 23.10 12,974 -11.07 0.4052
2025-02-14 2024-12-31 13F Broadcom COM 11135F101 62,926 -8,348 -11.71 14,589 18.98 0.4707
2024-11-14 2024-09-30 13F Broadcom COM 11135F101 71,274 64,525 956.07 12,262 14.23 0.3479
2024-08-14 2024-06-30 13F BROADCOM COM 11135F101 6,749 667 10.97 10,734 33.16 0.4004
2024-05-15 2024-03-31 13F Broadcom COM 11135F101 6,082 -110 -1.78 8,062 16.64 0.3232
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 6,192 -287 -4.43 6,911 28.41 0.3081
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 6,479 318 5.16 5,382 0.73 0.2729
2023-08-15 2023-06-30 13F BROADCOM COM 11135F101 6,161 503 8.89 5,344 47.23 0.2783
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 5,658 425 8.12 3,630 24.07 0.2072
2023-02-15 2022-12-31 13F BROADCOM COM 11135F101 5,233 190 3.77 2,926 30.64 0.1838
2022-11-22 2022-09-30 13F BROADCOM COM 11135F101 5,043 377 8.08 2,239 -1.24 0.1702
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 4,666 266 6.05 2,267 -18.19 0.1998
2022-05-16 2022-03-31 13F BROADCOM COM 11135F101 4,400 1,202 37.59 2,771 30.22 0.2101
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 3,198 55 1.75 2,128 39.63 0.1569
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 3,143 -733 -18.91 1,524 -17.53 0.1241
2021-08-16 2021-06-30 13F BROADCOM COM 11135F101 3,876 59 1.55 1,848 4.41 0.1172
2021-05-18 2021-03-31 13F BROADCOM COM 11135F101 3,817 225 6.26 1,770 12.52 0.1273
2021-02-17 2020-12-31 13F BROADCOM COM 11135F101 3,592 209 6.18 1,573 27.58 0.1308
2020-11-19 2020-09-30 13F BROADCOM COM 11135F101 3,383 -36 -1.05 1,233 14.27 0.1237
2020-08-14 2020-06-30 13F BROADCOM COM 11135F101 3,419 -454 -11.72 1,079 17.54 0.1478
2020-05-13 2020-03-31 13F BROADCOM COM 11135F101 3,873 541 16.24 918 -12.82 0.1322
2020-02-18 2019-12-31 13F BROADCOM COM 11135F101 3,332 -27 -0.80 1,053 13.59 0.1247
2019-11-15 2019-09-30 13F BROADCOM COM 11135F101 3,359 484 16.83 927 11.96 0.1260
2019-08-12 2019-06-30 13F BROADCOM COM 11135F101 2,875 -26 -0.90 828 -5.05 0.1202
2019-05-16 2019-03-31 13F BROADCOM COM 11135F101 2,901 -80 -2.68 872 15.04 0.1453
2019-02-14 2018-12-31 13F BROADCOM COM 11135F101 2,981 -240 -7.45 758 -4.65 0.1459
2018-11-14 2018-09-30 13F BROADCOM COM 11135F101 3,221 1,358 72.89 795 75.88 0.1719
2018-08-13 2018-06-30 13F BROADCOM COM 11135F101 1,863 306 19.65 452 27.68 0.1155
2018-05-14 2018-03-31 13F BROADCOM SHS Y09827109 1,557 107 7.38 354 -10.38 0.0951
2018-02-14 2017-12-31 13F BROADCOM COM Y09827109 1,450 213 17.22 395 29.51 0.1046
2017-11-14 2017-09-30 13F BROADCOM COM Y09827109 1,237 41 3.43 305 30,400.00 0.1298
2017-08-14 2017-06-30 13F/A-1 BROADCOM COM Y09827109 1,196 102 9.32 1 -99.58 0.0005
2017-08-14 2017-06-30 13F BROADCOM COM Y09827109 1,196 102 1
2017-05-15 2017-03-31 13F BROADCOM COM Y09827109 1,094 15 1.39 238 23.96 0.1587
2017-02-14 2016-12-31 13F BROADCOM COM Y09827109 1,079 1,079 192 0.1452
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.