Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership16,699 shares
Latest Disclosed Value $ 5,168,507
Triangle Securities Wealth Management reports 1.23% decrease in ownership of 1YD / Broadcom Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 16,699 shares of Broadcom Inc. (DE:1YD) valued at $4,406,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 16,907 shares of Broadcom Inc.. This represents a change in shares of -1.23% during the quarter. The current value of the position is $5,646,767 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 16,699 -208 -1.23 5,169 -11.67 1.1730
2026-01-13 2025-12-31 13F BROADCOM COM 11135F101 16,907 -289 -1.68 5,852 3.14 1.2337
2025-10-15 2025-09-30 13F BROADCOM COM 11135F101 17,196 -2,993 -14.82 5,673 1.94 1.2842
2025-07-10 2025-06-30 13F BROADCOM COM 11135F101 20,189 72 0.36 5,565 65.23 1.3694
2025-04-10 2025-03-31 13F BROADCOM COM 11135F101 20,117 -556 -2.69 3,368 -29.72 0.8664
2025-01-15 2024-12-31 13F BROADCOM COM 11135F101 20,673 -447 -2.12 4,793 31.54 1.2294
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 21,120 19,046 918.32 3,643 9.43 0.9416
2024-07-10 2024-06-30 13F BROADCOM COM 11135F101 2,074 -28 -1.33 3,330 19.49 0.9403
2024-04-10 2024-03-31 13F BROADCOM COM 11135F101 2,102 -55 -2.55 2,786 15.75 0.7941
2024-01-10 2023-12-31 13F BROADCOM COM 11135F101 2,157 97 4.71 2,408 40.76 0.7486
2023-10-10 2023-09-30 13F BROADCOM COM 11135F101 2,060 -32 -1.53 1,711 -5.73 0.6084
2023-07-13 2023-06-30 13F BROADCOM COM 11135F101 2,092 -715 -25.47 1,815 0.78 0.6243
2023-04-20 2023-03-31 13F BROADCOM COM 11135F101 2,807 -115 -3.94 1,801 10.23 0.6440
2023-01-11 2022-12-31 13F BROADCOM COM 11135F101 2,922 -24 -0.81 1,634 24.85 0.5990
2022-10-19 2022-09-30 13F BROADCOM COM 11135F101 2,946 -125 -4.07 1,308 -12.33 0.5345
2022-07-11 2022-06-30 13F BROADCOM COM 11135F101 3,071 -34 -1.10 1,492 -23.68 0.5813
2022-04-13 2022-03-31 13F BROADCOM COM 11135F101 3,105 -500 -13.87 1,955 -18.51 0.6545
2022-01-14 2021-12-31 13F BROADCOM COM 11135F101 3,605 -255 -6.61 2,399 28.15 0.7508
2021-10-14 2021-09-30 13F BROADCOM COM 11135F101 3,860 -114 -2.87 1,872 -1.21 0.6354
2021-07-12 2021-06-30 13F BROADCOM COM 11135F101 3,974 -175 -4.22 1,895 -1.51 0.6408
2021-04-12 2021-03-31 13F BROADCOM COM 11135F101 4,149 -93 -2.19 1,924 3.61 0.6955
2021-01-11 2020-12-31 13F BROADCOM COM 11135F101 4,242 -125 -2.86 1,857 16.72 0.7354
2020-10-09 2020-09-30 13F BROADCOM COM 11135F101 4,367 -25 -0.57 1,591 14.79 0.7193
2020-07-08 2020-06-30 13F BROADCOM COM 11135F101 4,392 283 6.89 1,386 42.30 0.6631
2020-04-06 2020-03-31 13F BROADCOM COM 11135F101 4,109 1,195 41.01 974 5.75 0.5614
2020-01-09 2019-12-31 13F BROADCOM COM 11135F101 2,914 30 1.04 921 15.70 0.3991
2019-10-15 2019-09-30 13F BROADCOM COM 11135F101 2,884 -18 -0.62 796 -0.25 0.3892
2019-07-10 2019-06-30 13F BROADCOM COM 11135F101 2,902 6 0.21 798 -8.38 0.4054
2019-04-10 2019-03-31 13F/A-1 BROADCOM COM 11135F101 2,896 -35 -1.19 871 16.91 0.4565
2019-04-08 2019-03-31 13F BROADCOM COM 11135F101 2,896 871
2019-01-17 2018-12-31 13F BROADCOM COM 11135F101 2,931 17 0.58 745 3.62 0.4399
2018-10-04 2018-09-30 13F BROADCOM COM 11135F101 2,914 328 12.68 719 14.67 0.3819
2018-07-12 2018-06-30 13F BROADCOM COM 11135F101 2,586 69 2.74 627 5.73 0.3504
2018-04-11 2018-03-31 13F BROADCOM SHS Y09827109 2,517 176 7.52 593 -1.33 0.3406
2018-01-10 2017-12-31 13F BROADCOM SHS Y09827109 2,341 -10 -0.43 601 5.44 0.3432
2017-10-11 2017-09-30 13F BROADCOM SHS Y09827109 2,351 -50 -2.08 570 1.79 0.3391
2017-07-06 2017-06-30 13F BROADCOM SHS Y09827109 2,401 -115 -4.57 560 1.63 0.3701
2017-04-05 2017-03-31 13F BROADCOM SHS Y09827109 2,516 -60 -2.33 551 21.10 0.3516
2017-01-19 2016-12-31 13F BROADCOM SHS Y09827109 2,576 -167 -6.09 455 -3.81 0.3040
2016-10-06 2016-09-30 13F BROADCOM SHS Y09827109 2,743 -331 -10.77 473 -1.05 0.3271
2016-07-07 2016-06-30 13F BROADCOM SHS Y09827109 3,074 -2,664 -46.43 478 -46.11 0.3567
2016-04-08 2016-03-31 13F BROADCOM SHS Y09827109 5,738 5,738 887 0.5786
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.