Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
410,00 € ↑11,55 (2,90%)
2026-06-02
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership172,365 shares
Latest Disclosed Value $ 53,348,648
Segment Wealth Management, LLC reports 1.18% decrease in ownership of 1YD / Broadcom Inc.

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 172,365 shares of Broadcom Inc. (DE:1YD) valued at $45,487,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 174,422 shares of Broadcom Inc.. This represents a change in shares of -1.18% during the quarter. The current value of the position is $58,285,225 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)
2026-04-20 2026-03-31 13F BROADCOM COM 11135F101 172,365 -2,057 -1.18 53,349 -11.63 3.1300
2026-01-29 2025-12-31 13F BROADCOM COM 11135F101 174,422 -10,559 -5.71 60,367 -1.08 3.5009
2025-10-20 2025-09-30 13F BROADCOM COM 11135F101 184,981 -4,291 -2.27 61,027 16.97 3.6574
2025-07-21 2025-06-30 13F BROADCOM COM 11135F101 189,272 -8,131 -4.12 52,173 57.85 3.3113
2025-04-22 2025-03-31 13F BROADCOM COM 11135F101 197,403 -5,940 -2.92 33,051 -29.89 2.2360
2025-01-17 2024-12-31 13F BROADCOM COM 11135F101 203,343 -5,002 -2.40 47,143 31.18 3.2135
2024-10-22 2024-09-30 13F BROADCOM COM 11135F101 208,345 184,982 791.77 35,940 -4.19 2.4698
2024-07-23 2024-06-30 13F BROADCOM COM 11135F101 23,363 -796 -3.29 37,510 17.15 2.7674
2024-04-24 2024-03-31 13F BROADCOM COM 11135F101 24,159 -1,560 -6.07 32,020 11.53 2.4330
2024-01-26 2023-12-31 13F BROADCOM COM 11135F101 25,719 -181 -0.70 28,709 33.46 2.5355
2023-10-25 2023-09-30 13F BROADCOM COM 11135F101 25,900 64 0.25 21,512 -4.02 2.1867
2023-08-22 2023-06-30 13F/A-1 BROADCOM COM 11135F101 25,836 -412 -1.57 22,411 33.10 2.3047
2023-07-21 2023-06-30 13F BROADCOM COM 11135F101 25,836 -412 22,411 2.3267
2023-04-20 2023-03-31 13F BROADCOM COM 11135F101 26,248 90 0.34 16,839 15.13 1.9049
2023-01-13 2022-12-31 13F BROADCOM COM 11135F101 26,158 -41 -0.16 14,626 25.72 1.6932
2022-10-24 2022-09-30 13F BROADCOM COM 11135F101 26,199 1,161 4.64 11,633 -4.37 1.4525
2022-07-20 2022-06-30 13F BROADCOM COM 11135F101 25,038 340 1.38 12,164 -21.78 1.5440
2022-04-25 2022-03-31 13F BROADCOM COM 11135F101 24,698 940 3.96 15,552 -1.63 1.6026
2022-01-24 2021-12-31 13F BROADCOM COM 11135F101 23,758 580 2.50 15,809 40.65 1.6581
2021-10-19 2021-09-30 13F BROADCOM COM 11135F101 23,178 129 0.56 11,240 2.27 1.3340
2021-07-20 2021-06-30 13F BROADCOM COM 11135F101 23,049 585 2.60 10,991 5.52 1.3043
2021-05-10 2021-03-31 13F BROADCOM COM 11135F101 22,464 306 1.38 10,416 7.36 1.3814
2021-01-27 2020-12-31 13F BROADCOM COM 11135F101 22,158 -1,083 -4.66 9,702 14.59 1.4006
2020-10-27 2020-09-30 13F BROADCOM COM 11135F101 23,241 806 3.59 8,467 19.57 1.3750
2020-07-15 2020-06-30 13F BROADCOM COM 11135F101 22,435 350 1.58 7,081 35.24 1.3093
2020-04-24 2020-03-31 13F BROADCOM COM 11135F101 22,085 1,783 8.78 5,236 -18.39 1.1666
2020-01-23 2019-12-31 13F BROADCOM COM 11135F101 20,302 402 2.02 6,416 16.78 1.0834
2019-10-22 2019-09-30 13F BROADCOM COM 11135F101 19,900 473 2.43 5,494 -1.75 1.0749
2019-07-29 2019-06-30 13F BROADCOM COM 11135F101 19,427 414 2.18 5,592 -2.19 1.1375
2019-04-30 2019-03-31 13F BROADCOM COM 11135F101 19,013 598 3.25 5,717 22.08 1.2110
2019-01-31 2018-12-31 13F BROADCOM COM 11135F101 18,415 1,389 8.16 4,683 11.47 1.1814
2018-11-07 2018-09-30 13F BROADCOM COM 11135F101 17,026 917 5.69 4,201 7.47 0.9153
2018-07-17 2018-06-30 13F BROADCOM COM 11135F101 16,109 16,109 3,909 0.9220
2018-04-27 2018-03-31 13F BROADCOM SHS Y09827109 0 -14,816 -100.00 0 -100.00
2018-01-22 2017-12-31 13F BROADCOM SHS Y09827109 14,816 256 1.76 3,807 7.82 0.9202
2017-10-26 2017-09-30 13F BROADCOM SHS Y09827109 14,560 530 3.78 3,531 8.01 0.9367
2017-08-11 2017-06-30 13F BROADCOM SHS Y09827109 14,030 810 6.13 3,269 12.92 0.9003
2017-05-08 2017-03-31 13F BROADCOM SHS Y09827109 13,220 13,220 2,895 2.8802
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.