Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership6,847 shares
Latest Disclosed Value $ 2,104,154
Outlook Wealth Advisors, LLC reports 0.22% increase in ownership of 1YD / Broadcom Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 6,847 shares of Broadcom Inc. (DE:1YD) valued at $1,806,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 6,832 shares of Broadcom Inc.. This represents a change in shares of 0.22% during the quarter. The current value of the position is $2,315,313 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)
2026-04-17 2026-03-31 13F BROADCOM COM 11135F101 6,847 15 0.22 2,104 -11.00 0.5093
2026-02-11 2025-12-31 13F BROADCOM COM 11135F101 6,832 -1,178 -14.71 2,365 -10.52 0.5348
2025-10-30 2025-09-30 13F BROADCOM COM 11135F101 8,010 72 0.91 2,643 20.75 0.6584
2025-08-11 2025-06-30 13F BROADCOM COM 11135F101 7,938 60 0.76 2,188 65.88 0.5627
2025-04-14 2025-03-31 13F BROADCOM COM 11135F101 7,878 -60 -0.76 1,319 -28.32 0.3670
2025-01-14 2024-12-31 13F BROADCOM COM 11135F101 7,938 141 1.81 1,840 36.90 0.5285
2024-10-23 2024-09-30 13F BROADCOM COM 11135F101 7,797 7,025 909.97 1,345 8.47 0.3862
2024-07-18 2024-06-30 13F BROADCOM COM 11135F101 772 -289 -27.24 1,240 -11.88 0.3868
2024-04-22 2024-03-31 13F BROADCOM COM 11135F101 1,061 523 97.21 1,406 134.33 0.4344
2024-01-29 2023-12-31 13F BROADCOM COM 11135F101 538 43 8.69 601 45.99 0.2100
2023-10-10 2023-09-30 13F BROADCOM COM 11135F101 495 66 15.38 411 10.48 0.1571
2023-07-10 2023-06-30 13F BROADCOM COM 11135F101 429 429 372 0.1407
2022-07-28 2022-06-30 13F BROADCOM Commom Stock 11135F101 0 -428 -100.00 0 -100.00
2022-07-28 2022-03-31 13F/A-1 BROADCOM Commom Stock 11135F101 428 428 269 0.0900
2022-05-13 2022-03-31 13F BROADCOM COM 11135F101 350 350 220 0.0767
2022-01-21 2021-12-31 13F Broadcom COM 11135F101 0 -421 -100.00 0 -100.00
2021-10-22 2021-09-30 13F Broadcom COM 11135F101 421 421 204 0.0667
2021-07-21 2021-06-30 13F Broadcom COM 11135F101 0 -444 -100.00 0 -100.00
2021-05-04 2021-03-31 13F Broadcom COM 11135F101 444 -39 -8.07 206 -2.37 0.0716
2021-02-04 2020-12-31 13F Broadcom COMMON STOCK 11135F101 483 483 211 0.0768
2020-02-12 2019-12-31 13F Broadcom COM 11135F101 0 -919 -100.00 0 -100.00
2019-10-17 2019-09-30 13F Broadcom COM 11135F101 919 -24 -2.55 254 -6.27 0.1513
2019-08-15 2019-06-30 13F Broadcom COM 11135F101 943 87 10.16 271 5.45 0.1787
2019-05-06 2019-03-31 13F Broadcom COM 11135F101 856 758 773.47 257 2.80 0.2117
2019-02-13 2018-12-31 13F Broadcom COM 11135F101 98 98 250 0.1140
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.