Broadcom Inc.
IT ˙ BIT ˙ US11135F1012
343,75 € ↓ -12,00 (-3,37%)
2026-06-05
DEL PRIS
SecurityIT:1AVGO / Broadcom Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership223,090 shares
Latest Disclosed Value $ 69,048,586
CWM Advisors, LLC reports 1,123.82% increase in ownership of 1AVGO / Broadcom Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 223,090 shares of Broadcom Inc. (IT:1AVGO) valued at $57,735,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,229 shares of Broadcom Inc.. This represents a change in shares of 1,123.82% during the quarter. The current value of the position is $76,687,188 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)
2026-05-13 2026-03-31 13F/A-1 BROADCOM COM 11135F101 223,090 204,861 1,123.82 69,049 994.44 13.8518
2026-04-23 2026-03-31 13F BROADCOM COM 11135F101 21,974 3,745 6,801 0.5598
2026-02-17 2025-12-31 13F BROADCOM COM 11135F101 18,229 4,004 28.15 6,309 34.46 0.5677
2025-10-15 2025-09-30 13F BROADCOM COM 11135F101 14,225 1,563 12.34 4,693 34.44 0.4568
2025-07-24 2025-06-30 13F BROADCOM COM 11135F101 12,662 -2,078 -14.10 3,490 41.47 0.3802
2025-06-03 2025-03-31 13F BROADCOM COM 11135F101 14,740 -2,865 -16.27 2,468 -39.55 0.2933
2025-01-17 2024-12-31 13F BROADCOM COM 11135F101 17,605 3,298 23.05 4,081 65.42 0.4568
2024-10-10 2024-09-30 13F BROADCOM COM 11135F101 14,307 14,142 8,570.91 2,468 834.47 0.2525
2024-08-12 2024-06-30 13F BROADCOM COM 11135F101 165 -170 -50.75 265 -40.54 0.0305
2024-05-07 2024-03-31 13F BROADCOM COM 11135F101 335 -748 -69.07 444 -63.25 0.0454
2024-02-12 2023-12-31 13F BROADCOM COM 11135F101 1,083 642 145.58 1,209 230.05 0.1330
2023-10-26 2023-09-30 13F BROADCOM COM 11135F101 441 -690 -61.01 366 -62.69 0.0468
2023-07-31 2023-06-30 13F BROADCOM COM 11135F101 1,131 -258 -18.57 981 10.10 0.1187
2023-04-24 2023-03-31 13F BROADCOM COM 11135F101 1,389 775 126.22 891 159.77 0.1134
2023-01-26 2022-12-31 13F BROADCOM COM 11135F101 614 -43 -6.54 343 17.47 0.0442
2022-11-07 2022-09-30 13F BROADCOM COM 11135F101 657 34 5.46 292 -3.63 0.0413
2022-08-10 2022-06-30 13F BROADCOM COM 11135F101 623 48 8.35 303 -16.30 0.0402
2022-04-21 2022-03-31 13F BROADCOM COM 11135F101 575 -131 -18.56 362 -22.98 0.0419
2022-02-14 2021-12-31 13F/A-1 BROADCOM COM 11135F101 706 -7 -0.98 470 35.84 0.0539
2021-11-09 2021-09-30 13F BROADCOM COM 11135F101 713 -241 -25.26 346 -23.96 0.0437
2021-08-10 2021-06-30 13F BROADCOM COM 11135F101 954 56 6.24 455 9.38 0.0599
2021-04-30 2021-03-31 13F BROADCOM COM 11135F101 898 0 0.00 416 5.85 0.0638
2021-02-12 2020-12-31 13F BROADCOM COM 11135F101 898 -113 -11.18 393 6.79 0.0869
2020-11-16 2020-09-30 13F BROADCOM COM 11135F101 1,011 -434 -30.03 368 -19.30 0.1013
2020-08-12 2020-06-30 13F BROADCOM COM 11135F101 1,445 -481 -24.97 456 -0.22 0.1575
2020-05-08 2020-03-31 13F BROADCOM COM 11135F101 1,926 -57 -2.87 457 -27.11 0.1826
2020-01-24 2019-12-31 13F BROADCOM COM 11135F101 1,983 -2 -0.10 627 14.42 0.2248
2019-11-13 2019-09-30 13F BROADCOM COM 11135F101 1,985 -330 -14.25 548 -17.72 0.2089
2019-07-16 2019-06-30 13F BROADCOM COM 11135F101 2,315 191 8.99 666 4.23 0.2801
2019-05-16 2019-03-31 13F BROADCOM COM 11135F101 2,124 280 15.18 639 36.25 0.2967
2019-02-21 2018-12-31 13F/A-1 BROADCOM COM 11135F101 1,844 -226 -10.92 469 -8.22 0.3153
2019-02-21 2018-09-30 13F/A-1 BROADCOM COM 11135F101 2,070 177 9.35 511 11.33 0.3149
2018-11-07 2018-09-30 13F BROADCOM COM 11135F101 1,187 1,187 293
2019-02-21 2018-06-30 13F/A-1 BROADCOM COM 11135F101 1,893 190 11.16 459 14.46 0.3262
2019-02-22 2018-03-31 13F/A-1 BROADCOM SHS Y09827109 1,703 737 76.29 401 61.69 0.4085
2019-02-21 2017-12-31 13F/A-1 BROADCOM SHS Y09827109 966 966 248 0.2108
2018-02-15 2017-12-31 13F Broadcom SHS Y09827109 294 76 0.0606
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.