Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership31,885 shares
Latest Disclosed Value $ 9,868,727
Evercore Wealth Management, LLC reports 1.92% decrease in ownership of 1YD / Broadcom Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 31,885 shares of Broadcom Inc. (DE:1YD) valued at $8,414,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,508 shares of Broadcom Inc.. This represents a change in shares of -1.92% during the quarter. The current value of the position is $10,781,913 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)
2026-05-15 2026-03-31 13F BROADCOM COM 11135F101 31,885 -623 -1.92 9,869 -12.29 0.0837
2026-02-17 2025-12-31 13F BROADCOM COM 11135F101 32,508 -437 -1.33 11,251 3.52 0.1649
2025-11-14 2025-09-30 13F BROADCOM COM 11135F101 32,945 -293 -0.88 10,869 18.62 0.1595
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 33,238 -10,786 -24.50 9,162 24.31 0.1425
2025-05-15 2025-03-31 13F BROADCOM COM 11135F101 44,024 -173 -0.39 7,371 -28.07 0.1184
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 44,197 -3,623 -7.58 10,247 24.22 0.1535
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 47,820 43,091 911.21 8,249 8.64 0.1237
2024-08-14 2024-06-30 13F BROADCOM COM 11135F101 4,729 -432 -8.37 7,593 10.99 0.1195
2024-05-15 2024-03-31 13F BROADCOM COM 11135F101 5,161 -11 -0.21 6,840 18.48 0.1072
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 5,172 1,539 42.36 5,773 91.35 0.0968
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 3,633 105 2.98 3,017 -1.41 0.0565
2023-08-04 2023-06-30 13F BROADCOM COM 11135F101 3,528 296 9.16 3,060 47.61 0.0561
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 3,232 38 1.19 2,073 16.13 0.0413
2023-02-14 2022-12-31 13F BROADCOM COM 11135F101 3,194 698 27.96 1,786 61.10 0.0374
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 2,496 -225 -8.27 1,108 -16.19 0.0250
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 2,721 32 1.19 1,322 -21.91 0.0279
2022-05-16 2022-03-31 13F BROADCOM COM 11135F101 2,689 412 18.09 1,693 11.75 0.0299
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 2,277 0 0.00 1,515 37.23 0.0246
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 2,277 -112 -4.69 1,104 -3.07 0.0200
2021-08-16 2021-06-30 13F BROADCOM COM 11135F101 2,389 -62 -2.53 1,139 0.26 0.0208
2021-05-17 2021-03-31 13F BROADCOM COM 11135F101 2,451 -18 -0.73 1,136 5.09 0.0225
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 2,469 123 5.24 1,081 26.58 0.0233
2020-11-16 2020-09-30 13F BROADCOM COM 11135F101 2,346 -17 -0.72 854 14.63 0.0209
2020-08-13 2020-06-30 13F BROADCOM COM 11135F101 2,363 -6 -0.25 745 32.80 0.0199
2020-05-14 2020-03-31 13F BROADCOM COM 11135F101 2,369 37 1.59 561 -23.88 0.0185
2020-02-13 2019-12-31 13F BROADCOM COM 11135F101 2,332 998 74.81 737 100.27 0.0199
2019-11-14 2019-09-30 13F BROADCOM COM 11135F101 1,334 50 3.89 368 -0.27 0.0108
2019-08-13 2019-06-30 13F BROADCOM COM 11135F101 1,284 45 3.63 369 -0.81 0.0112
2019-05-14 2019-03-31 13F BROADCOM COM 11135F101 1,239 64 5.45 372 24.41 0.0120
2019-02-13 2018-12-31 13F BROADCOM COM 11135F101 1,175 53 4.72 299 7.94 0.0113
2018-11-13 2018-09-30 13F BROADCOM COM 11135F101 1,122 1,122 277 0.0089
2018-05-14 2018-03-31 13F BROADCOM SHS Y09827109 0 -303 -100.00 0 -100.00
2018-02-13 2017-12-31 13F BROADCOM SHS Y09827109 303 0 0.00 78 6.85 0.0029
2017-11-13 2017-09-30 13F BROADCOM SHS Y09827109 303 -16 -5.02 73 -1.35 0.0028
2017-08-11 2017-06-30 13F BROADCOM SHS Y09827109 319 -243 -43.24 74 -39.84 0.0029
2017-05-12 2017-03-31 13F BROADCOM SHS Y09827109 562 8 1.44 123 25.51 0.0048
2017-02-08 2016-12-31 13F BROADCOM SHS Y09827109 554 61 12.37 98 15.29 0.0041
2016-11-10 2016-09-30 13F BROADCOM SHS Y09827109 493 -154 -23.80 85 -15.00 0.0035
2016-09-20 2016-06-30 13F/A-1 BROADCOM SHS Y09827109 647 407 169.58 100 170.27 0.0044
2016-08-01 2016-06-30 13F BROADCOM SHS Y09827109 356 55
2016-05-02 2016-03-31 13F BROADCOM SHS Y09827109 240 240 37 0.0016
2016-02-16 2015-12-31 13F AVAGO TECHNOLOGIES SHS Y0486S104 0 -163 -100.00 0 -100.00
2015-11-16 2015-09-30 13F AVAGO TECHNOLOGIES SHS Y0486S104 163 163 20 0.0010
2015-08-06 2015-06-30 13F AVAGO TECHNOLOGIES SHS Y0486S104 0 -43 -100.00 0 -100.00
2015-05-06 2015-03-31 13F AVAGO TECHNOLOGIES SHS Y0486S104 43 43 5 0.0002
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.