Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership7,817 shares
Latest Disclosed Value $ 2,419,440
Evermay Wealth Management Llc reports 3.34% increase in ownership of 1YD / Broadcom Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 7,817 shares of Broadcom Inc. (DE:1YD) valued at $2,062,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 7,564 shares of Broadcom Inc.. This represents a change in shares of 3.34% during the quarter. The current value of the position is $2,643,319 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F BROADCOM COM 11135F101 7,817 253 3.34 2,419 -7.57 0.2682
2026-01-22 2025-12-31 13F BROADCOM COM 11135F101 7,564 -163 -2.11 2,618 2.67 0.2938
2025-11-05 2025-09-30 13F BROADCOM COM 11135F101 7,727 -359 -4.44 2,549 14.41 0.2915
2025-07-30 2025-06-30 13F BROADCOM COM 11135F101 8,086 -119 -1.45 2,229 62.27 0.2743
2025-05-07 2025-03-31 13F BROADCOM COM 11135F101 8,205 -251 -2.97 1,374 -29.95 0.1804
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 8,456 -325 -3.70 1,960 29.46 0.2969
2024-10-25 2024-09-30 13F BROADCOM COM 11135F101 8,781 7,924 924.62 1,515 10.11 0.2434
2024-08-01 2024-06-30 13F BROADCOM COM 11135F101 857 -79 -8.44 1,376 10.89 0.2207
2024-05-14 2024-03-31 13F BROADCOM COM 11135F101 936 -89 -8.68 1,241 8.39 0.1874
2024-02-12 2023-12-31 13F BROADCOM COM 11135F101 1,025 -44 -4.12 1,144 28.97 0.2113
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 1,069 -233 -17.90 888 -21.43 0.1814
2023-08-10 2023-06-30 13F BROADCOM COM 11135F101 1,302 -66 -4.82 1,129 28.73 0.2174
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 1,368 36 2.70 878 17.88 0.1771
2023-01-19 2022-12-31 13F BROADCOM COM 11135F101 1,332 -219 -14.12 745 7.98 0.1516
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 1,551 85 5.80 689 -3.23 0.1370
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 1,466 11 0.76 712 -22.27 0.1382
2022-05-16 2022-03-31 13F BROADCOM COM 11135F101 1,455 183 14.39 916 8.27 0.1536
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 1,272 100 8.53 846 48.94 0.1512
2021-11-12 2021-09-30 13F/A-1 BROADCOM COM 11135F101 1,172 15 1.30 568 2.90 0.1100
2021-11-12 2021-09-30 13F BROADCOM COM 11135F101 1,157 0 552 0.1023
2021-08-13 2021-06-30 13F BROADCOM COM 11135F101 1,157 30 2.66 552 5.54 0.1023
2021-05-10 2021-03-31 13F BROADCOM COM 11135F101 1,127 -13 -1.14 523 4.81 0.1046
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 1,140 -20 -1.72 499 17.97 0.1100
2020-11-05 2020-09-30 13F BROADCOM COM 11135F101 1,160 31 2.75 423 18.82 0.1039
2020-07-20 2020-06-30 13F BROADCOM COM 11135F101 1,129 -99 -8.06 356 22.34 0.0937
2020-04-24 2020-03-31 13F BROADCOM COM 11135F101 1,228 573 87.48 291 40.58 0.0883
2020-02-11 2019-12-31 13F BROADCOM COM 11135F101 655 655 207 0.0509
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.