Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership118,722 shares
Latest Disclosed Value $ 36,746
Appleton Partners Inc/ma reports 0.76% decrease in ownership of 1YD / Broadcom Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 118,722 shares of Broadcom Inc. (DE:1YD) valued at $31,330,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 119,632 shares of Broadcom Inc.. This represents a change in shares of -0.76% during the quarter. The current value of the position is $40,145,844 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)
2026-04-28 2026-03-31 13F BROADCOM INC COM CS 11135F101 118,722 -910 -0.76 37 -12.20 2.5632
2026-01-09 2025-12-31 13F BROADCOM INC COM CS 11135F101 119,632 -4,940 -3.97 41 0.00 2.7276
2025-11-05 2025-09-30 13F BROADCOM CS 11135F101 124,572 -10,789 -7.97 41 10.81 2.7582
2025-07-22 2025-06-30 13F BROADCOM CS 11135F101 135,361 -16,592 -10.92 37 48.00 2.6403
2025-04-22 2025-03-31 13F BROADCOM CS 11135F101 151,953 -10,370 -6.39 25 -32.43 1.9660
2025-01-28 2024-12-31 13F BROADCOM CS 11135F101 162,323 -10,337 -5.99 38 27.59 2.7816
2024-10-01 2024-09-30 13F BROADCOM CS 11135F101 172,660 154,738 863.40 30 3.57 2.1912
2024-07-02 2024-06-30 13F BROADCOM CS 11135F101 17,922 -1,091 -5.74 29 12.00 2.2164
2024-04-01 2024-03-31 13F BROADCOM CS 11135F101 19,013 -1,688 -8.15 25 8.70 1.9559
2024-01-02 2023-12-31 13F BROADCOM CS 11135F101 20,701 130 0.63 23 35.29 1.8635
2023-10-03 2023-09-30 13F BROADCOM CS 11135F101 20,571 -2 -0.01 17 0.00 1.5186
2023-07-10 2023-06-30 13F BROADCOM CS 11135F101 20,573 1,235 6.39 18 41.67 1.5067
2023-04-10 2023-03-31 13F BROADCOM CS 11135F101 19,338 -244 -1.25 12 20.00 1.1035
2023-01-19 2022-12-31 13F BROADCOM CS 11135F101 19,582 2,489 14.56 11 -99.87 1.0372
2022-10-27 2022-09-30 13F BROADCOM CS 11135F101 17,093 153 0.90 7,590 -7.78 0.7593
2022-07-08 2022-06-30 13F BROADCOM CS 11135F101 16,940 638 3.91 8,230 -19.82 0.7783
2022-04-05 2022-03-31 13F BROADCOM CS 11135F101 16,302 443 2.79 10,265 -2.73 0.8392
2022-02-03 2021-12-31 13F BROADCOM CS 11135F101 15,859 309 1.99 10,553 39.94 0.7944
2021-10-14 2021-09-30 13F BROADCOM CS 11135F101 15,550 167 1.09 7,541 2.81 0.6280
2021-07-07 2021-06-30 13F BROADCOM CS 11135F101 15,383 -336 -2.14 7,335 0.64 0.6247
2021-04-19 2021-03-31 13F BROADCOM INC COM CS 11135F101 15,719 -148 -0.93 7,288 4.91 0.6775
2021-01-19 2020-12-31 13F BROADCOM INC COM CS 11135F101 15,867 865 5.77 6,947 27.09 0.6840
2020-10-14 2020-09-30 13F BROADCOM INC COM COM 11135F101 15,002 541 3.74 5,466 19.76 0.6036
2020-08-14 2020-06-30 13F BROADCOM INC COM COM 11135F101 14,461 389 2.76 4,564 36.77 0.5465
2020-05-04 2020-03-31 13F BROADCOM INC COM COM 11135F101 14,072 -4,513 -24.28 3,337 -43.18 0.4624
2020-01-13 2019-12-31 13F BROADCOM INC COM COM 11135F101 18,585 623 3.47 5,873 18.43 0.6451
2019-11-04 2019-09-30 13F BROADCOM INC COM COM 11135F101 17,962 2,182 13.83 4,959 9.16 0.5987
2019-07-25 2019-06-30 13F BROADCOM INC COM COM 11135F101 15,780 344 2.23 4,543 -2.13 0.5615
2019-04-17 2019-03-31 13F BROADCOM INC COM COM 11135F101 15,436 -158 -1.01 4,642 17.07 0.6153
2019-01-17 2018-12-31 13F BROADCOM INC COM COM 11135F101 15,594 -7,048 -31.13 3,965 -29.03 0.5937
2018-10-09 2018-09-30 13F BROADCOM INC COM COM 11135F101 22,642 -1,034 -4.37 5,587 -2.75 0.7439
2018-08-08 2018-06-30 13F BROADCOM INC COM COM 11135F101 23,676 708 3.08 5,745 6.15 0.8226
2018-04-11 2018-03-31 13F BROADCOM LTD SHS COM Y09827109 22,968 1,156 5.30 5,412 -3.43 0.8212
2018-01-12 2017-12-31 13F BROADCOM LTD SHS COM Y09827109 21,812 1,461 7.18 5,604 13.53 0.8692
2017-10-12 2017-09-30 13F BROADCOM LTD SHS COM Y09827109 20,351 -1,064 -4.97 4,936 -1.10 0.8316
2017-07-11 2017-06-30 13F BROADCOM LTD SHS COM Y09827109 21,415 2,639 14.06 4,991 21.41 0.8389
2017-05-01 2017-03-31 13F BROADCOM LTD SHS COM Y09827109 18,776 -3,937 -17.33 4,111 2.39 0.7564
2017-02-13 2016-12-31 13F BROADCOM LTD SHS COM Y09827109 22,713 3,035 15.42 4,015 18.26 0.8115
2016-11-03 2016-09-30 13F BROADCOM LTD SHS COM Y09827109 19,678 5,772 41.51 3,395 57.10 0.6396
2016-08-03 2016-06-30 13F BROADCOM LTD SHS COM Y09827109 13,906 9,306 202.30 2,161 203.94 0.4417
2016-04-21 2016-03-31 13F BROADCOM LTD SHS COM Y09827109 4,600 -165 -3.46 711 2.75 0.1405
2016-01-22 2015-12-31 13F AVAGO TECHNOLOGIES LTD SHS COM Y0486S104 4,765 4,765 692 0.1365
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.