Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership10,037 shares
Latest Disclosed Value $ 3,106,551
IMA Wealth, Inc. reports 1.22% decrease in ownership of 1YD / Broadcom Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 10,037 shares of Broadcom Inc. (DE:1YD) valued at $2,648,764 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 10,161 shares of Broadcom Inc.. This represents a change in shares of -1.22% during the quarter. The current value of the position is $4,115,170 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)
2026-05-06 2026-03-31 13F Broadcom Inc Com Common Stock 11135F101 10,037 -124 -1.22 3,107 -11.66 0.3033
2026-02-11 2025-12-31 13F Broadcom Inc Com Common Stock 11135F101 10,161 97 0.96 3,517 5.90 0.3377
2025-11-06 2025-09-30 13F Broadcom Inc Com Common Stock 11135F101 10,064 0 0.00 3,320 19.68 0.3346
2025-08-08 2025-06-30 13F Broadcom Inc Com Common Stock 11135F101 10,064 735 7.88 2,774 77.71 0.2974
2025-05-06 2025-03-31 13F Broadcom Inc Com Common Stock 11135F101 9,329 144 1.57 1,562 -26.68 0.1853
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 9,185 7,890 609.27 2,129 854.71 0.2564
2024-11-14 2024-09-30 13F Broadcom Inc Com Common Stock 11135F101 1,295 1,295 223 0.0486
2024-02-05 2023-12-31 13F BROADCOM COM 11135F101 0 -144 -100.00 0 -100.00
2023-11-28 2023-09-30 13F BROADCOM COM 11135F101 144 0 0.00 120 -4.03 0.0309
2023-08-15 2023-06-30 13F BROADCOM COM 11135F101 144 102 242.86 125 376.92 0.0321
2023-05-16 2023-03-31 13F BROADCOM COM 11135F101 42 0 0.00 27 13.04 0.0069
2023-02-16 2022-12-31 13F BROADCOM COM 11135F101 42 -1 -2.33 23 21.05 0.0062
2022-11-15 2022-09-30 13F BROADCOM COM 11135F101 43 1 2.38 19 -5.00 0.0051
2022-08-18 2022-06-30 13F BROADCOM COM 11135F101 42 0 0.00 20 -23.08 0.0049
2022-06-13 2022-03-31 13F BROADCOM COM 11135F101 42 0 0.00 26 -7.14 0.0060
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 42 0 0.00 28 40.00 0.0062
2021-11-03 2021-09-30 13F BROADCOM COM 11135F101 42 0 0.00 20 0.00 0.0047
2021-08-13 2021-06-30 13F BROADCOM COM 11135F101 42 0 0.00 20 5.26 0.0047
2021-05-13 2021-03-31 13F BROADCOM COM 11135F101 42 0 0.00 19 5.56 0.0047
2021-02-08 2020-12-31 13F BROADCOM COM 11135F101 42 -4 -8.70 18 5.88 0.0050
2020-11-16 2020-09-30 13F BROADCOM COM 11135F101 46 4 9.52 17 30.77 0.0057
2020-08-13 2020-06-30 13F BROADCOM COM 11135F101 42 0 0.00 13 30.00 0.0047
2020-04-14 2020-03-31 13F BROADCOM COM 11135F101 42 0 0.00 10 -23.08 0.0044
2020-02-24 2019-12-31 13F BROADCOM COM 11135F101 42 0 0.00 13 8.33 0.0048
2019-10-29 2019-09-30 13F BROADCOM COM 11135F101 42 0 0.00 12 0.00 0.0045
2019-07-19 2019-06-30 13F BROADCOM COM 11135F101 42 0 0.00 12 -7.69 0.0045
2019-05-09 2019-03-31 13F BROADCOM COM 11135F101 42 0 0.00 13 18.18 0.0050
2019-01-15 2018-12-31 13F BROADCOM COM 11135F101 42 0 0.00 11 10.00 0.0051
2018-10-18 2018-09-30 13F BROADCOM COM 11135F101 42 -23 -35.38 10 -37.50 0.0039
2018-08-01 2018-06-30 13F BROADCOM COM 11135F101 65 65 16 0.0067
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.