Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership667,208 shares
Latest Disclosed Value $ 206,507,654
Cwm, Llc reports 2.51% increase in ownership of AVGO / Broadcom Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 667,208 shares of Broadcom Inc. (US:AVGO) valued at $206,507,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 650,857 shares of Broadcom Inc.. This represents a change in shares of 2.51% during the quarter. The current value of the position is $319,746,090 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)
2026-05-14 2026-03-31 13F BROADCOM COM 11135F101 667,208 16,351 2.51 206,508 91,680.89 0.5369
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 650,857 24,913 3.98 225 9.22 0.6103
2025-10-15 2025-09-30 13F BROADCOM COM 11135F101 625,944 47,000 8.12 207 29.56 0.6211
2025-07-25 2025-06-30 13F BROADCOM COM 11135F101 578,944 4,084 0.71 160 65.63 0.5628
2025-05-01 2025-03-31 13F BROADCOM COM 11135F101 574,860 -12,674 -2.16 96 -29.41 0.3838
2025-02-04 2024-12-31 13F BROADCOM COM 11135F101 587,534 67,622 13.01 136 52.81 0.5653
2024-10-08 2024-09-30 13F BROADCOM COM 11135F101 519,912 474,949 1,056.31 90 23.61 0.3857
2024-07-10 2024-06-30 13F BROADCOM COM 11135F101 44,963 10,011 28.64 72 56.52 0.3403
2024-04-05 2024-03-31 13F BROADCOM COM 11135F101 34,952 5,760 19.73 46 43.75 0.2253
2024-02-01 2023-12-31 13F BROADCOM COM 11135F101 29,192 6,838 30.59 33 77.78 0.1752
2023-10-11 2023-09-30 13F BROADCOM COM 11135F101 22,354 7,392 49.41 19 50.00 0.1138
2023-08-03 2023-06-30 13F BROADCOM COM 11135F101 14,962 3,413 29.55 13 71.43 0.0802
2023-05-01 2023-03-31 13F BROADCOM COM 11135F101 11,549 2,678 30.19 7 75.00 0.0501
2023-02-01 2022-12-31 13F BROADCOM COM 11135F101 8,871 2,244 33.86 5 -99.86 0.0365
2022-10-27 2022-09-30 13F BROADCOM COM 11135F101 6,627 506 8.27 2,942 -1.08 0.0234
2022-07-28 2022-06-30 13F BROADCOM COM 11135F101 6,121 -252 -3.95 2,974 -25.89 0.0230
2022-04-21 2022-03-31 13F BROADCOM COM 11135F101 6,373 531 9.09 4,013 3.24 0.0285
2022-01-31 2021-12-31 13F BROADCOM COM 11135F101 5,842 2,680 84.76 3,887 157.76 0.0274
2021-09-15 2021-06-30 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2021-07-29 2021-06-30 13F BROADCOM COM 11135F101 3,162 0 1,508 0.0120
2021-09-15 2021-03-31 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2021-04-27 2021-03-31 13F BROADCOM COM 11135F101 3,353 191 1,555 0.0137
2021-09-15 2020-12-31 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2021-01-27 2020-12-31 13F BROADCOM COM 11135F101 3,061 -101 1,340 0.0126
2021-09-15 2020-09-30 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2020-10-19 2020-09-30 13F BROADCOM COM 11135F101 2,751 -411 1,002 0.0111
2021-09-15 2020-06-30 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2020-07-22 2020-06-30 13F BROADCOM COM 11135F101 2,613 -549 825 0.0098
2021-09-15 2020-03-31 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2020-04-28 2020-03-31 13F BROADCOM 8% CNV PFD SER A 11135F200 18 -3,403 17 0.0003
2020-04-28 2020-03-31 13F BROADCOM COM 11135F101 1,690 -1,472 401 0.0060
2021-09-14 2019-12-31 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2020-01-27 2019-12-31 13F BROADCOM COM 11135F101 3,421 259 1,081 0.0138
2021-09-14 2019-09-30 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2019-10-22 2019-09-30 13F BROADCOM COM 11135F101 2,788 -374 770 0.0112
2021-09-14 2019-06-30 13F/A-1 BROADCOM COM 11135F101 3,162 0 0.00 1,508 0.00 0.0120
2019-07-31 2019-06-30 13F BROADCOM COM 11135F101 2,351 -811 677 0.0112
2021-09-02 2019-03-31 13F/A-1 BROADCOM COM 11135F101 3,162 2,290 262.61 1,508 579.28 0.0120
2019-04-22 2019-03-31 13F BROADCOM COM 11135F101 1,110 238 334 0.0067
2019-01-25 2018-12-31 13F BROADCOM COM 11135F101 872 228 35.40 222 39.62 0.0055
2018-10-29 2018-09-30 13F BROADCOM COM 11135F101 644 397 160.73 159 165.00 0.0041
2018-07-31 2018-06-30 13F BROADCOM COM 11135F101 247 8 3.35 60 7.14 0.0020
2018-04-26 2018-03-31 13F BROADCOM SHS Y09827109 239 28 13.27 56 3.70 0.0022
2018-01-16 2017-12-31 13F BROADCOM SHS Y09827109 211 0 0.00 54 5.88 0.0024
2017-10-16 2017-09-30 13F BROADCOM SHS Y09827109 211 12 6.03 51 10.87 0.0024
2017-07-17 2017-06-30 13F BROADCOM SHS Y09827109 199 30 17.75 46 24.32 0.0024
2017-04-17 2017-03-31 13F BROADCOM SHS Y09827109 169 -361 -68.11 37 -60.64 0.0021
2017-01-19 2016-12-31 13F BROADCOM SHS Y09827109 530 257 94.14 94 100.00 0.0058
2016-10-17 2016-09-30 13F BROADCOM SHS Y09827109 273 273 47 0.0032
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.