Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionNwam Llc
Latest Disclosed Ownership98,045 shares
Latest Disclosed Value $ 30,345,868
Nwam Llc reports 10.70% increase in ownership of AVGO / Broadcom Inc.

On May 4, 2026 - Nwam Llc filed a 13F-HR form disclosing ownership of 98,045 shares of Broadcom Inc. (US:AVGO) valued at $30,345,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 88,568 shares of Broadcom Inc.. This represents a change in shares of 10.70% during the quarter. The current value of the position is $46,986,105 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 COM 11135F101 98,045 9,477 10.70 30,346 5.27 1.7462
2026-02-04 2025-12-31 13F BROADCOM COM 11135F101 88,568 -3,275 -3.57 28,826 -9.99 1.6106
2026-02-04 2025-09-30 13F/A-1 BROADCOM COM 11135F101 91,843 -3,525 -3.70 32,026 14.53 1.7379
2025-10-28 2025-09-30 13F BROADCOM COM 11135F101 91,798 -4,570 31,212 2.1949
2026-02-04 2025-06-30 13F/A-1 BROADCOM COM 11135F101 95,368 399 0.42 27,963 75.87 1.6244
2025-08-07 2025-06-30 13F BROADCOM COM 11135F101 96,368 1,399 29,094 2.3677
2025-05-05 2025-03-31 13F BROADCOM COM 11135F101 94,969 399 0.42 15,901 -27.48 1.3676
2025-02-05 2024-12-31 13F BROADCOM COM 11135F101 94,570 3,244 3.55 21,925 39.18 1.3555
2024-11-12 2024-09-30 13F BROADCOM COM 11135F101 91,326 86,835 1,933.53 15,754 118.46 0.9607
2024-07-24 2024-06-30 13F BROADCOM COM 11135F101 4,491 435 10.72 7,211 36.31 2.1187
2024-05-09 2024-03-31 13F BROADCOM COM 11135F101 4,056 -523 -11.42 5,291 3.50 0.4272
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 4,579 -94 -2.01 5,112 31.69 0.4106
2023-11-01 2023-09-30 13F BROADCOM COM 11135F101 4,673 -244 -4.96 3,881 -9.00 0.3937
2023-08-10 2023-06-30 13F BROADCOM COM 11135F101 4,917 -2,281 -31.69 4,266 -7.64 0.3505
2023-05-12 2023-03-31 13F BROADCOM COM 11135F101 7,198 92 1.29 4,618 16.23 0.4684
2023-02-08 2022-12-31 13F BROADCOM COM 11135F101 7,106 135 1.94 3,974 28.37 0.3521
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 6,971 -16 -0.23 3,095 -7.06 0.2954
2022-08-10 2022-06-30 13F BROADCOM COM 11135F101 6,987 -173 -2.42 3,330 -26.15 0.3077
2022-05-12 2022-03-31 13F BROADCOM COM 11135F101 7,160 148 2.11 4,509 -3.36 0.3464
2022-02-10 2021-12-31 13F BROADCOM COM 11135F101 7,012 3,354 91.69 4,666 163.02 0.3689
2021-11-03 2021-09-30 13F BROADCOM COM 11135F101 3,658 888 32.06 1,774 34.29 0.1609
2021-08-04 2021-06-30 13F BROADCOM COM 11135F101 2,770 0 0.00 1,321 2.80 0.1225
2021-04-23 2021-03-31 13F BROADCOM COM 11135F101 2,770 -4 -0.14 1,285 5.76 0.1279
2021-01-22 2020-12-31 13F BROADCOM COM 11135F101 2,774 2,774 1,215 0.1386
2020-10-16 2020-09-30 13F BROADCOM COM 11135F101 0 -1,906 -100.00 0 -100.00
2020-07-21 2020-06-30 13F BROADCOM COM 11135F101 1,906 360 23.29 602 64.03 0.0843
2020-04-16 2020-03-31 13F BROADCOM COM 11135F101 1,546 -70 -4.33 367 -28.18 0.0099
2020-01-23 2019-12-31 13F BROADCOM COM 11135F101 1,616 5 0.31 511 14.83 0.0884
2019-10-15 2019-09-30 13F BROADCOM COM 11135F101 1,611 63 4.07 445 -0.22 0.0833
2019-07-18 2019-06-30 13F BROADCOM COM 11135F101 1,548 -368 -19.21 446 -22.57 0.0888
2019-04-17 2019-03-31 13F BROADCOM COM 11135F101 1,916 910 90.46 576 125.00 0.1242
2019-01-30 2018-12-31 13F BROADCOM COM 11135F101 1,006 -110 -9.86 256 -6.91 0.0658
2018-10-09 2018-09-30 13F BROADCOM COM 11135F101 1,116 -48 -4.12 275 -2.48 0.0618
2018-07-25 2018-06-30 13F/A-1 BROADCOM COM 11135F101 1,164 1,164 282 0.0668
2018-07-16 2018-06-30 13F BROADCOM COM 11135F101 1,164 1,164 282 0.0231
2018-04-16 2018-03-31 13F BROADCOM SHS Y09827109 0 -1,245 -100.00 0 -100.00
2018-02-07 2017-12-31 13F BROADCOM SHS Y09827109 1,245 40 3.32 320 9.59 0.0810
2017-11-01 2017-09-30 13F BROADCOM SHS Y09827109 1,205 38 3.26 292 7.35 0.0759
2017-07-27 2017-06-30 13F BROADCOM SHS Y09827109 1,167 66 5.99 272 12.86 0.0473
2017-05-01 2017-03-31 13F BROADCOM SHS Y09827109 1,101 -55 -4.76 241 18.14 0.0735
2017-02-02 2016-12-31 13F BROADCOM SHS Y09827109 1,156 1,156 204 0.0677
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.