Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership26,358 shares
Latest Disclosed Value $ 8,158,101
LVW Advisors, LLC reports 2.39% decrease in ownership of 1YD / Broadcom Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 26,358 shares of Broadcom Inc. (DE:1YD) valued at $6,955,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 27,003 shares of Broadcom Inc.. This represents a change in shares of -2.39% during the quarter. The current value of the position is $8,912,958 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 26,358 -645 -2.39 8,158 -12.70 0.7772
2026-01-14 2025-12-31 13F BROADCOM COM 11135F101 27,003 -4,273 -13.66 9,346 -9.43 0.9473
2025-10-20 2025-09-30 13F BROADCOM COM 11135F101 31,276 362 1.17 10,318 21.09 1.0537
2025-07-17 2025-06-30 13F BROADCOM COM 11135F101 30,914 -2,275 -6.85 8,521 53.37 0.9296
2025-04-09 2025-03-31 13F BROADCOM COM 11135F101 33,189 -1,936 -5.51 5,557 -31.77 0.6644
2025-01-16 2024-12-31 13F BROADCOM COM 11135F101 35,125 -5,610 -13.77 8,143 15.90 0.9805
2024-10-09 2024-09-30 13F BROADCOM COM 11135F101 40,735 36,446 849.76 7,027 2.03 0.8945
2024-07-15 2024-06-30 13F BROADCOM COM 11135F101 4,289 -497 -10.38 6,887 8.56 1.0068
2024-04-18 2024-03-31 13F BROADCOM COM 11135F101 4,786 -310 -6.08 6,343 11.52 1.0735
2024-01-16 2023-12-31 13F BROADCOM COM 11135F101 5,096 -338 -6.22 5,689 26.04 1.0658
2023-10-11 2023-09-30 13F BROADCOM COM 11135F101 5,434 -337 -5.84 4,514 -9.83 0.9315
2023-07-14 2023-06-30 13F BROADCOM COM 11135F101 5,771 -434 -6.99 5,006 25.75 0.9629
2023-05-03 2023-03-31 13F BROADCOM COM 11135F101 6,205 161 2.66 3,981 17.79 0.7782
2023-01-19 2022-12-31 13F BROADCOM COM 11135F101 6,044 147 2.49 3,380 29.07 0.6874
2022-10-14 2022-09-30 13F BROADCOM COM 11135F101 5,897 37 0.63 2,618 -8.04 0.5850
2022-07-22 2022-06-30 13F BROADCOM COM 11135F101 5,860 217 3.85 2,847 -19.87 0.5790
2022-05-02 2022-03-31 13F BROADCOM COM 11135F101 5,643 660 13.25 3,553 7.15 0.6008
2022-01-26 2021-12-31 13F BROADCOM COM 11135F101 4,983 -19 -0.38 3,316 36.69 0.5649
2021-11-02 2021-09-30 13F BROADCOM COM 11135F101 5,002 326 6.97 2,426 8.79 0.4179
2021-07-15 2021-06-30 13F BROADCOM COM 11135F101 4,676 154 3.41 2,230 6.34 0.3958
2021-04-19 2021-03-31 13F BROADCOM COM 11135F101 4,522 4,004 772.97 2,097 823.79 0.4027
2021-02-04 2020-12-31 13F BROADCOM COM 11135F101 518 518 227 0.0455
2020-10-29 2020-09-30 13F BROADCOM COM 11135F101 0 -1,423 -100.00 0 -100.00
2020-08-11 2020-06-30 13F BROADCOM COM 11135F101 1,423 193 15.69 449 53.77 0.1084
2020-04-23 2020-03-31 13F BROADCOM COM 11135F101 1,230 1,230 292 0.0777
2020-02-10 2019-12-31 13F BROADCOM COM 11135F101 0 -1,301 -100.00 0 -100.00
2019-10-22 2019-09-30 13F BROADCOM COM 11135F101 1,301 155 13.53 359 8.79 0.0890
2019-08-14 2019-06-30 13F BROADCOM COM 11135F101 1,146 1,146 330 0.0912
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.