Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionWealth Management Partners, LLC
Latest Disclosed Ownership10,562 shares
Latest Disclosed Value $ 3,268,963
Wealth Management Partners, LLC reports 0.69% decrease in ownership of 1YD / Broadcom Inc.

On April 17, 2026 - Wealth Management Partners, LLC filed a 13F-HR form disclosing ownership of 10,562 shares of Broadcom Inc. (DE:1YD) valued at $2,787,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 10,635 shares of Broadcom Inc.. This represents a change in shares of -0.69% during the quarter. The current value of the position is $3,571,540 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.

Upgrade to unlock premium data and export to Excel .

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 10,562 -73 -0.69 3,269 -11.20 0.9343
2026-01-12 2025-12-31 13F BROADCOM COM 11135F101 10,635 -300 -2.74 3,681 2.02 1.0510
2025-10-21 2025-09-30 13F BROADCOM COM 11135F101 10,935 -92 -0.83 3,607 19.32 1.1462
2025-07-11 2025-06-30 13F BROADCOM COM 11135F101 11,027 663 6.40 3,023 74.24 1.0685
2025-04-10 2025-03-31 13F BROADCOM COM 11135F101 10,364 617 6.33 1,735 -23.20 0.8037
2025-01-16 2024-12-31 13F BROADCOM COM 11135F101 9,747 244 2.57 2,260 37.83 0.9752
2024-10-21 2024-09-30 13F BROADCOM COM 11135F101 9,503 8,489 837.18 1,639 0.68 0.7600
2024-07-12 2024-06-30 13F BROADCOM COM 11135F101 1,014 525 107.36 1,628 151.23 0.7917
2024-04-12 2024-03-31 13F BROADCOM COM 11135F101 489 242 97.98 648 135.64 0.3291
2024-01-10 2023-12-31 13F BROADCOM COM 11135F101 247 247 276 0.1538
2023-10-25 2023-09-30 13F BROADCOM COM 11135F101 0 -235 -100.00 0 -100.00
2023-07-24 2023-06-30 13F BROADCOM COM 11135F101 235 235 204 0.1281
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.