Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership3,936 shares
Latest Disclosed Value $ 1,218,143
Sheets Smith Wealth Management reports 4.13% increase in ownership of 1YD / Broadcom Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 3,936 shares of Broadcom Inc. (DE:1YD) valued at $1,038,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 3,780 shares of Broadcom Inc.. This represents a change in shares of 4.13% during the quarter. The current value of the position is $1,330,958 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)
2026-04-16 2026-03-31 13F BROADCOM COM 11135F101 3,936 156 4.13 1,218 -6.88 0.1371
2026-01-20 2025-12-31 13F BROADCOM COM 11135F101 3,780 201 5.62 1,308 10.85 0.1436
2025-10-16 2025-09-30 13F BROADCOM COM 11135F101 3,579 68 1.94 1,181 22.03 0.1336
2025-07-15 2025-06-30 13F BROADCOM COM 11135F101 3,511 137 4.06 968 71.45 0.1132
2025-04-23 2025-03-31 13F BROADCOM COM 11135F101 3,374 1 0.03 565 -27.78 0.0702
2025-01-17 2024-12-31 13F BROADCOM COM 11135F101 3,373 101 3.09 782 38.48 0.0954
2024-11-01 2024-09-30 13F BROADCOM COM 11135F101 3,272 2,955 932.18 564 10.81 0.0690
2024-07-30 2024-06-30 13F BROADCOM COM 11135F101 317 29 10.07 509 33.60 0.0609
2024-05-08 2024-03-31 13F BROADCOM COM 11135F101 288 5 1.77 381 20.57 0.0427
2024-02-06 2023-12-31 13F BROADCOM COM 11135F101 283 11 4.04 316 39.82 0.0450
2023-10-23 2023-09-30 13F BROADCOM COM 11135F101 272 0 0.00 226 -3.83 0.0344
2023-08-09 2023-06-30 13F BROADCOM COM 11135F101 272 272 236 0.0345
2020-01-24 2019-12-31 13F BROADCOM COM 11135F101 0 -2,520 -100.00 0 -100.00
2019-10-28 2019-09-30 13F BROADCOM COM 11135F101 2,520 175 7.46 696 3.11 0.1431
2019-07-12 2019-06-30 13F BROADCOM COM 11135F101 2,345 -71 -2.94 675 -7.15 0.1386
2019-05-13 2019-03-31 13F BROADCOM COM 11135F101 2,416 2,416 727 0.1574
2018-04-09 2018-03-31 13F Broadcom SHS Y09827109 0 -2,946 -100.00 0 -100.00
2018-01-12 2017-12-31 13F Broadcom SHS Y09827109 2,946 63 2.19 757 8.30 0.1784
2017-10-12 2017-09-30 13F Broadcom SHS Y09827109 2,883 -31 -1.06 699 2.95 0.1763
2017-07-19 2017-06-30 13F BROADCOM SHS Y09827109 2,914 -3,211 -52.42 679 -49.37 0.1794
2017-04-10 2017-03-31 13F BROADCOM SHS Y09827109 6,125 -44 -0.71 1,341 23.03 0.3561
2017-02-03 2016-12-31 13F BROADCOM SHS Y09827109 6,169 915 17.42 1,090 20.31 0.3059
2016-11-18 2016-09-30 13F BROADCOM COM Y09827109 5,254 -244 -4.44 906 6.09 0.2555
2016-08-15 2016-06-30 13F AVAGO TECHNOLOGIES COM Y09827109 5,498 -46 -0.83 854 -0.35 0.2481
2016-05-13 2016-03-31 13F AVAGO TECHNOLOGIES COM Y09827109 5,544 5,544 0.00 857 0.2635
2016-02-01 2015-12-31 13F AVAGO TECHNOLOGIES COM Y09827109 0 0 0 0.0000
2015-11-13 2015-09-30 13F AVAGO TECHNOLOGIES COM Y0486S104 0 -15,670 -100.00 0 -100.00
2015-08-31 2015-06-30 13F AVAGO TECHNOLOGIES COM Y0486S104 15,670 -7 -0.04 2,083 4.62 0.5693
2015-05-05 2015-03-31 13F AVAGO TECHNOLOGIES COM Y0486S104 15,677 -781 -4.75 1,991 20.23 0.5497
2015-02-20 2014-12-31 13F AVAGO TECHNOLOGIES COM Y0486S104 16,458 565 3.56 1,656 19.74 0.4321
2014-11-17 2014-09-30 13F AVAGO TECHNOLOGIES COM Y0486S104 15,893 4,111 34.89 1,383 62.90 0.3762
2014-09-18 2014-06-30 13F AVAGO TECHNOLOGIES SHS Y0486S104 11,782 2,778 30.85 849 46.38 0.2278
2014-06-02 2014-03-31 13F AVAGO TECHNOLOGIES COM Y0486S104 9,004 9,004 580 0.1623
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.