Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership20,532 shares
Latest Disclosed Value $ 6,354,895
Brandywine Oak Private Wealth Llc reports 0.44% increase in ownership of 1YD / Broadcom Inc.

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 20,532 shares of Broadcom Inc. (DE:1YD) valued at $5,418,395 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 20,443 shares of Broadcom Inc.. This represents a change in shares of 0.44% during the quarter. The current value of the position is $6,942,896 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)
2026-04-20 2026-03-31 13F BROADCOM COM 11135F101 20,532 89 0.44 6,355 -10.19 0.5342
2026-02-03 2025-12-31 13F BROADCOM COM 11135F101 20,443 29 0.14 7,075 5.06 0.5938
2025-10-30 2025-09-30 13F BROADCOM COM 11135F101 20,414 -59 -0.29 6,735 19.33 0.5849
2025-07-24 2025-06-30 13F BROADCOM COM 11135F101 20,473 -136 -0.66 5,643 63.57 0.5224
2025-05-07 2025-03-31 13F BROADCOM COM 11135F101 20,609 15 0.07 3,451 -27.73 0.3384
2025-01-27 2024-12-31 13F BROADCOM COM 11135F101 20,594 165 0.81 4,775 35.47 0.4668
2024-11-07 2024-09-30 13F BROADCOM COM 11135F101 20,429 18,558 991.88 3,524 17.35 0.3410
2024-07-30 2024-06-30 13F BROADCOM COM 11135F101 1,871 5 0.27 3,004 21.43 0.3085
2024-05-07 2024-03-31 13F BROADCOM COM 11135F101 1,866 1 0.05 2,473 18.84 0.2577
2024-02-05 2023-12-31 13F BROADCOM COM 11135F101 1,865 -84 -4.31 2,082 28.62 0.2313
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 1,949 -71 -3.51 1,619 -7.65 0.1900
2023-08-11 2023-06-30 13F BROADCOM COM 11135F101 2,020 47 2.38 1,752 38.50 0.1961
2023-05-10 2023-03-31 13F BROADCOM COM 11135F101 1,973 -35 -1.74 1,266 12.75 0.1477
2023-02-06 2022-12-31 13F BROADCOM COM 11135F101 2,008 -104 -4.92 1,123 19.74 0.1396
2022-11-14 2022-09-30 13F BROADCOM INC COM COM 11135F101 2,112 -109 -4.91 937 -13.08 0.1272
2022-07-22 2022-06-30 13F BROADCOM INC COM COM 11135F101 2,221 0 0.00 1,078 -22.89 0.1379
2022-05-02 2022-03-31 13F BROADCOM INC COM COM 11135F101 2,221 -117 -5.00 1,398 -10.10 0.1599
2022-02-07 2021-12-31 13F BROADCOM INC COM COM 11135F101 2,338 -74 -3.07 1,555 33.02 0.1698
2021-10-18 2021-09-30 13F BROADCOM INC COM COM 11135F101 2,412 -128 -5.04 1,169 -3.47 0.1358
2021-08-09 2021-06-30 13F BROADCOM INC COM COM 11135F101 2,540 769 43.42 1,211 47.50 0.1414
2021-05-06 2021-03-31 13F BROADCOM INC COM COM 11135F101 1,771 0 0.00 821 5.94 0.1210
2021-02-08 2020-12-31 13F BROADCOM INC COM COM 11135F101 1,771 0 0.00 775 20.16 0.1182
2020-10-16 2020-09-30 13F BROADCOM INC COM COM 11135F101 1,771 -117 -6.20 645 8.40 0.1078
2020-08-06 2020-06-30 13F BROADCOM INC COM COM 11135F101 1,888 -813 -30.10 595 15.31 0.1057
2020-05-06 2020-03-31 13F BROADCOM INC COM COM 11135F101 2,701 1,144 73.47 516 4.88 0.1065
2020-01-28 2019-12-31 13F BROADCOM INC COM COM 11135F101 1,557 167 12.01 492 28.46 0.0895
2019-10-30 2019-09-30 13F BROADCOM INC COM COM 11135F101 1,390 362 35.21 383 29.83 0.0726
2019-07-22 2019-06-30 13F BROADCOM INC COM COM 11135F101 1,028 45 4.58 295 0.00 0.0590
2019-05-09 2019-03-31 13F BROADCOM INC COM COM 11135F101 983 284 40.63 295 66.67 0.0615
2019-02-14 2018-12-31 13F BROADCOM COM 11135F101 699 699 177 0.0398
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.