Broadcom Inc.
IT ˙ BIT ˙ US11135F1012
343,75 € ↓ -12,00 (-3,37%)
2026-06-05
DEL PRIS
SecurityIT:1AVGO / Broadcom Inc.
InstitutionRBA Wealth Management, LLC
Latest Disclosed Ownership30,497 shares
Latest Disclosed Value $ 9,439,062
RBA Wealth Management, LLC reports 0.67% decrease in ownership of 1AVGO / Broadcom Inc.

On April 22, 2026 - RBA Wealth Management, LLC filed a 13F-HR form disclosing ownership of 30,497 shares of Broadcom Inc. (IT:1AVGO) valued at $7,892,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 30,704 shares of Broadcom Inc.. This represents a change in shares of -0.67% during the quarter. The current value of the position is $10,483,344 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)
2026-04-22 2026-03-31 13F BROADCOM COM 11135F101 30,497 -207 -0.67 9,439 -11.17 3.3996
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 30,704 -748 -2.38 10,627 2.41 3.6006
2025-11-05 2025-09-30 13F BROADCOM COM 11135F101 31,452 -1,086 -3.34 10,376 15.69 3.5805
2025-07-17 2025-06-30 13F BROADCOM COM 11135F101 32,538 -714 -2.15 8,969 61.11 3.3419
2025-04-25 2025-03-31 13F BROADCOM COM 11135F101 33,252 -18,247 -35.43 5,567 -53.37 2.2024
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 51,499 -2,497 -4.62 11,940 28.18 4.5458
2024-10-21 2024-09-30 13F BROADCOM COM 11135F101 53,996 48,535 888.76 9,314 6.24 3.5896
2024-07-19 2024-06-30 13F BROADCOM COM 11135F101 5,461 -453 -7.66 8,768 11.87 3.5135
2024-04-19 2024-03-31 13F BROADCOM COM 11135F101 5,914 -1,077 -15.41 7,838 0.42 3.1764
2024-02-08 2023-12-31 13F BROADCOM COM 11135F101 6,991 -400 -5.41 7,804 27.12 3.4068
2023-10-19 2023-09-30 13F BROADCOM COM 11135F101 7,391 -66 -0.89 6,139 -5.09 2.9546
2023-07-21 2023-06-30 13F BROADCOM COM 11135F101 7,457 -85 -1.13 6,468 33.69 3.0156
2023-04-18 2023-03-31 13F BROADCOM COM 11135F101 7,542 595 8.56 4,838 24.56 2.4089
2023-01-26 2022-12-31 13F BROADCOM COM 11135F101 6,947 216 3.21 3,885 29.94 2.0370
2022-10-12 2022-09-30 13F BROADCOM COM 11135F101 6,731 254 3.92 2,989 -5.02 1.7212
2022-07-11 2022-06-30 13F BROADCOM COM 11135F101 6,477 241 3.86 3,147 -19.86 1.7443
2022-04-14 2022-03-31 13F BROADCOM COM 11135F101 6,236 495 8.62 3,927 2.80 1.8872
2022-02-02 2021-12-31 13F BROADCOM COM 11135F101 5,741 767 15.42 3,820 58.37 1.8048
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 4,974 -287 -5.46 2,412 -3.87 5.8163
2021-07-22 2021-06-30 13F BROADCOM COM 11135F101 5,261 -186 -3.41 2,509 -0.63 5.3285
2021-04-14 2021-03-31 13F BROADCOM COM 11135F101 5,447 -88 -1.59 2,526 4.17 2.1434
2021-02-02 2020-12-31 13F BROADCOM COM 11135F101 5,535 -839 -13.16 2,424 4.39 1.4601
2020-11-12 2020-09-30 13F BROADCOM COM 11135F101 6,374 -627 -8.96 2,322 5.07 1.5699
2020-09-29 2020-06-30 13F BROADCOM COM 11135F101 7,001 -34 -0.48 2,210 32.49 1.6079
2020-05-15 2020-03-31 13F BROADCOM COM 11135F101 7,035 -654 -8.51 1,668 -31.10 1.4430
2020-01-09 2019-12-31 13F BROADCOM COM 11135F101 7,689 -365 -4.53 2,421 8.91 1.6499
2019-10-24 2019-09-30 13F BROADCOM COM 11135F101 8,054 -820 -9.24 2,223 -12.99 1.6959
2019-08-08 2019-06-30 13F BROADCOM COM 11135F101 8,874 -2,577 -22.50 2,555 -27.44 1.9730
2019-05-15 2019-03-31 13F BROADCOM COM 11135F101 11,451 11,451 3,521 2.7436
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.