Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionConcord Wealth Partners
Latest Disclosed Ownership33,359 shares
Latest Disclosed Value $ 10,325,075
Concord Wealth Partners reports 4.95% increase in ownership of 1YD / Broadcom Inc.

On May 1, 2026 - Concord Wealth Partners filed a 13F-HR form disclosing ownership of 33,359 shares of Broadcom Inc. (DE:1YD) valued at $8,803,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 31,786 shares of Broadcom Inc.. This represents a change in shares of 4.95% during the quarter. The current value of the position is $11,280,346 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)
2026-05-01 2026-03-31 13F BROADCOM COM 11135F101 33,359 1,573 4.95 10,325 -6.14 1.3400
2026-01-29 2025-12-31 13F BROADCOM COM 11135F101 31,786 1,029 3.35 11,001 8.41 1.4292
2025-11-05 2025-09-30 13F BROADCOM COM 11135F101 30,757 -504 -1.61 10,147 17.76 1.4004
2025-07-25 2025-06-30 13F BROADCOM COM 11135F101 31,261 -4,645 -12.94 8,617 43.35 1.2563
2025-05-02 2025-03-31 13F BROADCOM COM 11135F101 35,906 -10,109 -21.97 6,012 -43.65 0.9872
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 46,015 -511 -1.10 10,668 32.93 1.7472
2024-10-24 2024-09-30 13F BROADCOM COM 11135F101 46,526 42,141 961.03 8,026 13.99 1.3390
2024-07-31 2024-06-30 13F BROADCOM COM 11135F101 4,385 349 8.65 7,041 31.61 1.2413
2024-04-30 2024-03-31 13F BROADCOM COM 11135F101 4,036 288 7.68 5,349 27.84 0.9626
2024-04-30 2023-12-31 13F/A-1 BROADCOM COM 11135F101 3,748 435 13.13 4,184 52.09 0.8377
2024-02-06 2023-12-31 13F BROADCOM COM 11135F101 3,748 435 4,184 0.8377
2024-04-30 2023-09-30 13F/A-1 BROADCOM COM 11135F101 3,313 119 3.73 2,752 -0.69 0.5846
2023-10-25 2023-09-30 13F BROADCOM COM 11135F101 3,313 119 2,752 0.5846
2023-08-08 2023-06-30 13F BROADCOM COM 11135F101 3,194 1,192 59.54 2,771 115.73 0.5967
2023-04-26 2023-03-31 13F BROADCOM COM 11135F101 2,002 163 8.86 1,284 24.90 0.3644
2023-01-30 2022-12-31 13F BROADCOM COM 11135F101 1,839 -507 -21.61 1,028 -1.34 0.3092
2022-11-10 2022-09-30 13F BROADCOM COM 11135F101 2,346 -13 -0.55 1,042 -9.08 0.3307
2022-08-04 2022-06-30 13F BROADCOM COM 11135F101 2,359 448 23.44 1,146 -4.74 0.3146
2022-04-20 2022-03-31 13F BROADCOM COM 11135F101 1,911 114 6.34 1,203 0.59 0.3113
2022-01-21 2021-12-31 13F BROADCOM COM 11135F101 1,797 1,338 291.50 1,196 436.32 0.2926
2021-11-09 2021-09-30 13F BROADCOM COM 11135F101 459 -1,134 -71.19 223 -70.66 0.0913
2021-07-29 2021-06-30 13F BROADCOM COM 11135F101 1,593 221 16.11 760 19.50 0.2179
2021-05-13 2021-03-31 13F BROADCOM COM 11135F101 1,372 1,054 331.45 636 357.55 0.2142
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 318 318 139 0.1072
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.