Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership39,849 shares
Latest Disclosed Value $ 12,333,664
Lyell Wealth Management, Lp reports 73.38% increase in ownership of 1YD / Broadcom Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 39,849 shares of Broadcom Inc. (DE:1YD) valued at $10,516,151 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 22,983 shares of Broadcom Inc.. This represents a change in shares of 73.38% during the quarter. The current value of the position is $13,474,939 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)
2026-05-07 2026-03-31 13F BROADCOM INC COM Stock 11135F101 39,849 16,866 73.38 12,334 55.05 0.9064
2026-02-11 2025-12-31 13F BROADCOM INC COM Stock 11135F101 22,983 6,570 40.03 7,954 46.92 0.5760
2025-11-06 2025-09-30 13F BROADCOM INC COM Stock 11135F101 16,413 -77 -0.47 5,415 19.12 0.4022
2025-07-29 2025-06-30 13F BROADCOM INC COM Stock 11135F101 16,490 -104 -0.63 4,545 63.61 0.3590
2025-05-08 2025-03-31 13F BROADCOM INC COM Stock 11135F101 16,594 -20 -0.12 2,778 -27.86 0.2597
2025-02-03 2024-12-31 13F BROADCOM INC COM Stock 11135F101 16,614 4 0.02 3,852 34.42 0.3453
2024-10-23 2024-09-30 13F BROADCOM INC COM Stock 11135F101 16,610 14,947 898.80 2,865 7.34 0.2605
2024-08-08 2024-06-30 13F BROADCOM INC COM Stock 11135F101 1,663 49 3.04 2,670 24.78 0.2549
2024-05-03 2024-03-31 13F BROADCOM INC COM Stock 11135F101 1,614 37 2.35 2,139 21.53 0.2175
2024-02-02 2023-12-31 13F BROADCOM INC COM Stock 11135F101 1,577 54 3.55 1,760 39.24 0.2001
2023-10-31 2023-09-30 13F BROADCOM INC COM Stock 11135F101 1,523 -250 -14.10 1,265 -17.76 0.1701
2023-08-04 2023-06-30 13F BROADCOM INC COM Stock 11135F101 1,773 -10 -0.56 1,538 34.47 0.1966
2023-05-03 2023-03-31 13F BROADCOM INC COM Stock 11135F101 1,783 25 1.42 1,144 16.40 0.1601
2023-01-24 2022-12-31 13F BROADCOM INC COM Stock 11135F101 1,758 285 19.35 983 50.15 0.1552
2022-10-24 2022-09-30 13F BROADCOM INC COM Stock 11135F101 1,473 131 9.76 654 0.31 0.1114
2022-07-28 2022-06-30 13F BROADCOM COM 11135F101 1,342 4 0.30 652 -22.66 0.1063
2022-05-04 2022-03-31 13F BROADCOM COM 11135F101 1,338 73 5.77 843 0.12 0.1085
2022-02-08 2021-12-31 13F BROADCOM COM 11135F101 1,265 -47 -3.58 842 32.39 0.0961
2021-11-10 2021-09-30 13F BROADCOM COM 11135F101 1,312 0 0.00 636 1.60 0.0774
2021-08-09 2021-06-30 13F BROADCOM COM 11135F101 1,312 56 4.46 626 7.56 0.0775
2021-05-07 2021-03-31 13F BROADCOM COM 11135F101 1,256 1,256 582 0.0848
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.