Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionJackson Wealth Management, LLC
Latest Disclosed Ownership162,460 shares
Latest Disclosed Value $ 50,283,000
Jackson Wealth Management, LLC reports 2.23% decrease in ownership of 1YD / Broadcom Inc.

On May 11, 2026 - Jackson Wealth Management, LLC filed a 13F-HR form disclosing ownership of 162,460 shares of Broadcom Inc. (DE:1YD) valued at $42,873,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 166,160 shares of Broadcom Inc.. This represents a change in shares of -2.23% during the quarter. The current value of the position is $54,935,849 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)
2026-05-11 2026-03-31 13F BROADCOM INC COM AVGO 11135F101 162,460 -3,700 -2.23 50,283 -12.56 5.0774
2026-01-20 2025-12-31 13F BROADCOM INC COM AVGO 11135F101 166,160 -3,221 -1.90 57,508 2.91 5.5997
2025-10-03 2025-09-30 13F BROADCOM INC COM AVGO 11135F101 169,381 -626 -0.37 55,880 19.24 5.5876
2025-07-21 2025-06-30 13F BROADCOM INC COM AVGO 11135F101 170,007 -5,809 -3.30 46,863 59.20 5.0998
2025-04-29 2025-03-31 13F BROADCOM INC COM AVGO 11135F101 175,816 -5,398 -2.98 29,437 -29.93 3.5760
2025-01-27 2024-12-31 13F BROADCOM INC COM AVGO 11135F101 181,214 -913 -0.50 42,013 33.73 4.7642
2024-10-22 2024-09-30 13F BROADCOM INC COM AVGO 11135F101 182,127 171,559 1,623.38 31,417 85.17 3.7502
2024-07-01 2024-06-30 13F BROADCOM INC COM AVGO 11135F101 10,568 -7,744 -42.29 16,967 -30.09 3.6377
2024-06-11 2024-03-31 13F BROADCOM INC COM AVGO 11135F101 18,312 386 2.15 24,271 21.29 3.0327
2024-02-14 2023-12-31 13F BROADCOM INC COM AVGO 11135F101 17,926 194 1.09 20,010 35.86 2.6343
2023-11-14 2023-09-30 13F BROADCOM INC COM AVGO 11135F101 17,732 301 1.73 14,728 -2.59 2.1061
2023-08-02 2023-06-30 13F BROADCOM INC COM AVGO 11135F101 17,431 17,431 15,120 2.2199
2023-05-12 2023-03-31 13F BROADCOM COM 11135F101 0 -8,273 -100.00 0 -100.00
2023-02-10 2022-12-31 13F BROADCOM COM 11135F101 8,273 -13,234 -61.53 4,626 -51.57 1.6998
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 21,507 15,709 270.94 9,549 238.98 1.8805
2022-08-01 2022-06-30 13F BROADCOM COM 11135F101 5,798 -8,605 -59.74 2,817 -68.94 1.3051
2022-05-05 2022-03-31 13F BROADCOM COM 11135F101 14,403 3,315 29.90 9,070 22.93 1.2591
2022-02-09 2021-12-31 13F BROADCOM COM 11135F101 11,088 30 0.27 7,378 5,997.52 0.9337
2021-12-10 2021-09-30 13F BROADCOM COM 11135F101 11,058 8 0.07 121 -97.70 1.4661
2021-08-03 2021-06-30 13F BROADCOM COM 11135F101 11,050 -67 -0.60 5,269 2.23 0.6666
2021-04-12 2021-03-31 13F BROADCOM COM 11135F101 11,117 -49 -0.44 5,154 5.42 0.7726
2021-02-02 2020-12-31 13F BROADCOM COM 11135F101 11,166 -143 -1.26 4,889 18.67 0.6667
2020-10-13 2020-09-30 13F BROADCOM COM 11135F101 11,309 469 4.33 4,120 20.43 0.6174
2020-07-27 2020-06-30 13F BROADCOM COM 11135F101 10,840 611 5.97 3,421 21.31 0.6080
2020-05-13 2020-03-31 13F BROADCOM COM 11135F101 10,229 10,229 2,820 0.5895
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.