Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionMarietta Wealth Management, LLC
Latest Disclosed Ownership64,293 shares
Latest Disclosed Value $ 19,899,440
Marietta Wealth Management, LLC reports 0.98% increase in ownership of 1YD / Broadcom Inc.

On April 21, 2026 - Marietta Wealth Management, LLC filed a 13F-HR form disclosing ownership of 64,293 shares of Broadcom Inc. (DE:1YD) valued at $16,966,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 63,666 shares of Broadcom Inc.. This represents a change in shares of 0.98% during the quarter. The current value of the position is $21,740,678 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)
2026-04-21 2026-03-31 13F BROADCOM COM 11135F101 64,293 627 0.98 19,899 -9.69 2.3650
2026-01-28 2025-12-31 13F BROADCOM COM 11135F101 63,666 -1,630 -2.50 22,035 2.29 2.5488
2025-10-20 2025-09-30 13F BROADCOM COM 11135F101 65,296 -761 -1.15 21,542 18.31 2.6342
2025-07-22 2025-06-30 13F BROADCOM COM 11135F101 66,057 -641 -0.96 18,209 63.05 2.3744
2025-04-22 2025-03-31 13F BROADCOM COM 11135F101 66,698 -327 -0.49 11,167 -28.14 1.6392
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 67,025 -1,033 -1.52 15,539 32.36 2.2291
2024-10-22 2024-09-30 13F BROADCOM COM 11135F101 68,058 61,159 886.49 11,740 5.99 1.7057
2024-07-19 2024-06-30 13F BROADCOM COM 11135F101 6,899 -499 -6.75 11,077 12.96 1.7267
2024-04-25 2024-03-31 13F BROADCOM COM 11135F101 7,398 -879 -10.62 9,806 6.13 1.6183
2024-01-30 2023-12-31 13F BROADCOM COM 11135F101 8,277 -175 -2.07 9,239 31.61 1.6459
2023-10-30 2023-09-30 13F BROADCOM COM 11135F101 8,452 -338 -3.85 7,020 -7.92 1.3947
2023-07-18 2023-06-30 13F BROADCOM COM 11135F101 8,790 -962 -9.86 7,625 21.87 1.4368
2023-04-27 2023-03-31 13F BROADCOM COM 11135F101 9,752 -922 -8.64 6,256 4.83 1.3284
2023-01-30 2022-12-31 13F BROADCOM COM 11135F101 10,674 1,237 13.11 5,968 42.43 1.3498
2022-10-20 2022-09-30 13F BROADCOM COM 11135F101 9,437 192 2.08 4,190 -6.72 1.0457
2022-08-08 2022-06-30 13F BROADCOM COM 11135F101 9,245 -182 -1.93 4,492 -24.33 1.0861
2022-04-12 2022-03-31 13F BROADCOM COM 11135F101 9,427 -395 -4.02 5,936 -9.18 1.2413
2022-01-28 2021-12-31 13F BROADCOM COM 11135F101 9,822 -200 -2.00 6,536 34.49 1.3130
2021-11-12 2021-09-30 13F BROADCOM COM 11135F101 10,022 378 3.92 4,860 5.68 1.0614
2021-08-12 2021-06-30 13F Broadcom COM 11135F101 9,644 494 5.40 4,599 8.42 1.0378
2021-05-06 2021-03-31 13F Broadcom COM 11135F101 9,150 855 10.31 4,242 16.80 1.0567
2021-02-09 2020-12-31 13F Broadcom COM 11135F101 8,295 155 1.90 3,632 22.45 0.9989
2020-11-04 2020-09-30 13F Broadcom COM 11135F101 8,140 5,846 254.84 2,966 309.67 0.9248
2020-08-05 2020-06-30 13F Broadcom COM 11135F101 2,294 -176 -7.13 724 23.55 0.2473
2020-05-14 2020-03-31 13F Broadcom COM 11135F101 2,470 912 58.54 586 19.11 0.2284
2020-02-07 2019-12-31 13F Broadcom COM 11135F101 1,558 41 2.70 492 17.42 0.1622
2019-11-14 2019-09-30 13F Broadcom COM 11135F101 1,517 -36 -2.32 419 -6.26 0.1527
2019-08-14 2019-06-30 13F Broadcom COM 11135F101 1,553 320 25.95 447 20.49 0.1740
2019-05-09 2019-03-31 13F Broadcom COM 11135F101 1,233 1,233 371 0.1524
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.