Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership24,812 shares
Latest Disclosed Value $ 7,679,562
Xcel Wealth Management, LLC reports 3.84% decrease in ownership of 1YD / Broadcom Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 24,812 shares of Broadcom Inc. (DE:1YD) valued at $6,547,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 25,804 shares of Broadcom Inc.. This represents a change in shares of -3.84% during the quarter. The current value of the position is $8,390,178 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)
2026-04-21 2026-03-31 13F BROADCOM COM 11135F101 24,812 -992 -3.84 7,680 -14.01 2.1241
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 25,804 115 0.45 8,931 5.37 2.2716
2025-10-29 2025-09-30 13F BROADCOM COM 11135F101 25,689 -1,090 -4.07 8,475 14.82 2.2029
2025-07-15 2025-06-30 13F BROADCOM COM 11135F101 26,779 1,142 4.45 7,382 71.97 2.1009
2025-04-28 2025-03-31 13F BROADCOM COM 11135F101 25,637 4,098 19.03 4,292 -14.04 1.3375
2025-02-05 2024-12-31 13F BROADCOM COM 11135F101 21,539 -157 -0.72 4,994 33.43 1.3839
2024-10-21 2024-09-30 13F BROADCOM COM 11135F101 21,696 19,031 714.11 3,743 -12.53 1.0947
2024-07-23 2024-06-30 13F BROADCOM COM 11135F101 2,665 10 0.38 4,279 21.60 1.3398
2024-04-22 2024-03-31 13F BROADCOM COM 11135F101 2,655 4 0.15 3,519 18.89 1.1001
2024-01-29 2023-12-31 13F BROADCOM COM 11135F101 2,651 -124 -4.47 2,959 28.43 1.0377
2023-10-17 2023-09-30 13F BROADCOM COM 11135F101 2,775 -2,018 -42.10 2,305 -44.58 0.9094
2023-07-26 2023-06-30 13F BROADCOM COM 11135F101 4,793 0 0.00 4,158 35.23 1.3137
2023-04-26 2023-03-31 13F BROADCOM COM 11135F101 4,793 -629 -11.60 3,075 1.42 1.0820
2023-02-15 2022-12-31 13F/A-1 BROADCOM COM 11135F101 5,422 -193 -3.44 3,032 21.58 1.1939
2023-01-19 2022-12-31 13F BROADCOM COM 11135F101 5,422 -193 3 1.1940
2022-10-20 2022-09-30 13F BROADCOM COM 11135F101 5,615 0 0.00 2,493 -8.61 0.9283
2022-07-26 2022-06-30 13F BROADCOM COM 11135F101 5,615 -2,175 -27.92 2,728 -44.38 0.9944
2022-04-29 2022-03-31 13F BROADCOM COM 11135F101 7,790 -1,914 -19.72 4,905 -24.04 1.3451
2022-02-03 2021-12-31 13F BROADCOM COM 11135F101 9,704 3 0.03 6,457 37.27 1.6599
2021-10-21 2021-09-30 13F BROADCOM COM 11135F101 9,701 -50 -0.51 4,704 1.16 1.3638
2021-07-15 2021-06-30 13F BROADCOM COM 11135F101 9,751 25 0.26 4,650 3.10 1.4036
2021-04-15 2021-03-31 13F BROADCOM COM 11135F101 9,726 62 0.64 4,510 6.59 1.6085
2021-01-13 2020-12-31 13F BROADCOM COM 11135F101 9,664 40 0.42 4,231 20.68 1.8260
2020-10-27 2020-09-30 13F BROADCOM COM 11135F101 9,624 -488 -4.83 3,506 9.87 1.8027
2020-07-10 2020-06-30 13F BROADCOM COM 11135F101 10,112 10,112 3,191 1.9795
2020-01-09 2019-12-31 13F BROADCOM COM 11135F101 0 -1,842 -100.00 0 -100.00
2019-11-12 2019-09-30 13F BROADCOM COM 11135F101 1,842 0 0.00 508 -4.15 0.4704
2019-11-12 2019-06-30 13F BROADCOM COM 11135F101 1,842 -675 -26.82 530 -29.89 0.5194
2019-11-12 2019-03-31 13F BROADCOM COM 11135F101 2,517 -20 -0.79 756 17.21 0.7795
2019-11-12 2018-12-31 13F BROADCOM COM 11135F101 2,537 2,537 645 0.7888
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.