Broadcom Inc.
IT ˙ BIT ˙ US11135F1012
343,75 € ↓ -12,00 (-3,37%)
2026-06-05
DEL PRIS
SecurityIT:1AVGO / Broadcom Inc.
InstitutionConcentrum Wealth Management
Latest Disclosed Ownership8,469 shares
Latest Disclosed Value $ 2,621,180
Concentrum Wealth Management reports 10.55% increase in ownership of 1AVGO / Broadcom Inc.

On May 4, 2026 - Concentrum Wealth Management filed a 13F-HR form disclosing ownership of 8,469 shares of Broadcom Inc. (IT:1AVGO) valued at $2,191,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,661 shares of Broadcom Inc.. This represents a change in shares of 10.55% during the quarter. The current value of the position is $2,911,219 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)
2026-05-04 2026-03-31 13F BROADCOM INC COM Stock 11135F101 8,469 808 10.55 2,621 -1.13 0.7741
2026-02-04 2025-12-31 13F BROADCOM INC COM Stock 11135F101 7,661 1,758 29.78 2,652 36.16 0.7404
2025-11-10 2025-09-30 13F BROADCOM INC COM Stock 11135F101 5,903 717 13.83 1,947 36.25 0.5618
2025-08-12 2025-06-30 13F BROADCOM INC COM Stock 11135F101 5,186 163 3.25 1,429 70.12 0.4485
2025-05-07 2025-03-31 13F BROADCOM INC COM Stock 11135F101 5,023 1,560 45.05 841 4.74 0.3117
2025-02-13 2024-12-31 13F BROADCOM INC COM Stock 11135F101 3,463 408 13.36 803 52.18 0.2824
2024-11-13 2024-09-30 13F BROADCOM INC COM Stock 11135F101 3,055 2,814 1,167.63 527 36.18 0.2051
2024-08-13 2024-06-30 13F BROADCOM INC COM Stock 11135F101 241 72 42.60 387 73.54 0.1628
2024-05-06 2024-03-31 13F BROADCOM INC COM Stock 11135F101 169 169 224 0.1035
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.