Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionMarshall Financial Group LLC
Latest Disclosed Ownership15,945 shares
Latest Disclosed Value $ 4,935,169
Marshall Financial Group LLC reports 1.36% increase in ownership of 1YD / Broadcom Inc.

On April 10, 2026 - Marshall Financial Group LLC filed a 13F-HR form disclosing ownership of 15,945 shares of Broadcom Inc. (DE:1YD) valued at $4,207,886 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 15,731 shares of Broadcom Inc.. This represents a change in shares of 1.36% during the quarter. The current value of the position is $5,391,802 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)
2026-04-10 2026-03-31 13F BROADCOM COM 11135F101 15,945 214 1.36 4,935 -9.35 0.7902
2026-01-09 2025-12-31 13F BROADCOM COM 11135F101 15,731 -4,782 -23.31 5,445 -19.55 1.0566
2025-10-08 2025-09-30 13F BROADCOM COM 11135F101 20,513 98 0.48 6,767 20.90 1.3185
2025-07-10 2025-06-30 13F BROADCOM COM 11135F101 20,415 -1,611 -7.31 5,597 51.80 1.0976
2025-04-16 2025-03-31 13F BROADCOM COM 11135F101 22,026 -475 -2.11 3,688 -29.31 0.8056
2025-01-21 2024-12-31 13F BROADCOM COM 11135F101 22,501 -1,291 -5.43 5,217 27.10 1.2635
2024-10-16 2024-09-30 13F BROADCOM COM 11135F101 23,792 21,394 892.16 4,104 6.60 0.9807
2024-07-19 2024-06-30 13F BROADCOM COM 11135F101 2,398 -297 -11.02 3,850 7.81 1.0770
2024-04-19 2024-03-31 13F BROADCOM COM 11135F101 2,695 58 2.20 3,572 21.34 1.0272
2024-01-10 2023-12-31 13F BROADCOM COM 11135F101 2,637 -87 -3.19 2,944 30.11 0.9490
2023-10-19 2023-09-30 13F BROADCOM COM 11135F101 2,724 -88 -3.13 2,263 -7.26 0.8156
2023-07-17 2023-06-30 13F BROADCOM COM 11135F101 2,812 514 22.37 2,440 65.47 0.8319
2023-04-18 2023-03-31 13F BROADCOM COM 11135F101 2,298 1,320 134.97 1,474 169.96 0.5289
2023-02-01 2022-12-31 13F BROADCOM COM 11135F101 978 -105 -9.70 547 13.51 0.2123
2022-10-12 2022-09-30 13F BROADCOM COM 11135F101 1,083 -57 -5.00 481 -13.18 0.2032
2022-07-25 2022-06-30 13F BROADCOM COM 11135F101 1,140 -102 -8.21 554 -29.16 0.2214
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 1,242 -43 -3.35 782 -8.54 0.3200
2022-01-27 2021-12-31 13F BROADCOM COM 11135F101 1,285 -156 -10.83 855 22.32 0.3150
2021-10-28 2021-09-30 13F BROADCOM COM 11135F101 1,441 -28 -1.91 699 -0.14 0.3615
2021-07-14 2021-06-30 13F BROADCOM COM 11135F101 1,469 -44 -2.91 700 -0.28 0.3781
2021-04-20 2021-03-31 13F BROADCOM COM 11135F101 1,513 -172 -10.21 702 -4.88 0.4195
2021-01-29 2020-12-31 13F BROADCOM COM 11135F101 1,685 1,685 738 0.4814
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.