Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership241,441 shares
Latest Disclosed Value $ 74,728,520
Welch & Forbes Llc reports 5.17% increase in ownership of 1YD / Broadcom Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 241,441 shares of Broadcom Inc. (DE:1YD) valued at $63,716,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 229,576 shares of Broadcom Inc.. This represents a change in shares of 5.17% during the quarter. The current value of the position is $81,643,274 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)
2026-05-01 2026-03-31 13F BROADCOM COM 11135F101 241,441 11,865 5.17 74,729 -5.95 0.9661
2026-02-10 2025-12-31 13F BROADCOM COM 11135F101 229,576 17,706 8.36 79,456 13.67 0.9626
2025-11-04 2025-09-30 13F BROADCOM COM 11135F101 211,870 6,979 3.41 69,898 23.76 0.8418
2025-08-05 2025-06-30 13F BROADCOM COM 11135F101 204,891 30,733 17.65 56,478 93.69 0.7053
2025-05-02 2025-03-31 13F BROADCOM COM 11135F101 174,158 32,685 23.10 29,159 -11.10 0.3815
2025-02-07 2024-12-31 13F BROADCOM COM 11135F101 141,473 27,933 24.60 32,799 67.47 0.4217
2024-11-04 2024-09-30 13F BROADCOM COM 11135F101 113,540 107,369 1,739.90 19,586 85.50 0.2493
2024-08-02 2024-06-30 13F BROADCOM COM 11135F101 6,171 2,952 91.71 10,559 147.49 0.1409
2024-05-03 2024-03-31 13F BROADCOM COM 11135F101 3,219 -8 -0.25 4,266 18.43 0.0586
2024-02-06 2023-12-31 13F BROADCOM COM 11135F101 3,227 -104 -3.12 3,602 30.22 0.0544
2023-11-03 2023-09-30 13F BROADCOM COM 11135F101 3,331 143 4.49 2,767 0.04 0.0457
2023-07-28 2023-06-30 13F BROADCOM COM 11135F101 3,188 19 0.60 2,765 36.01 0.0436
2023-04-14 2023-03-31 13F BROADCOM COM 11135F101 3,169 -45 -1.40 2,033 13.13 0.0344
2023-02-02 2022-12-31 13F BROADCOM COM 11135F101 3,214 96 3.08 1,797 29.84 0.0322
2022-10-31 2022-09-30 13F BROADCOM COM 11135F101 3,118 61 2.00 1,384 -6.80 0.0270
2022-07-22 2022-06-30 13F BROADCOM COM 11135F101 3,057 -79 -2.52 1,485 -24.81 0.0272
2022-04-25 2022-03-31 13F BROADCOM COM 11135F101 3,136 -53 -1.66 1,975 -6.93 0.0311
2022-01-19 2021-12-31 13F BROADCOM COM 11135F101 3,189 -6 -0.19 2,122 36.99 0.0318
2021-10-13 2021-09-30 13F BROADCOM COM 11135F101 3,195 0 0.00 1,549 1.71 0.0257
2021-07-22 2021-06-30 13F BROADCOM COM 11135F101 3,195 0 0.00 1,523 2.84 0.0257
2021-04-14 2021-03-31 13F BROADCOM COM 11135F101 3,195 20 0.63 1,481 6.55 0.0273
2021-01-20 2020-12-31 13F BROADCOM COM 11135F101 3,175 0 0.00 1,390 20.24 0.0272
2020-10-23 2020-09-30 13F BROADCOM COM 11135F101 3,175 -18 -0.56 1,156 14.68 0.0249
2020-07-15 2020-06-30 13F BROADCOM COM 11135F101 3,193 193 6.43 1,008 41.57 0.0236
2020-04-17 2020-03-31 13F BROADCOM COM 11135F101 3,000 0 0.00 712 -24.89 0.0199
2020-01-17 2019-12-31 13F BROADCOM COM 11135F101 3,000 -52 -1.70 948 12.46 0.0211
2019-10-11 2019-09-30 13F BROADCOM COM 11135F101 3,052 -327 -9.68 843 -13.27 0.0201
2019-07-12 2019-06-30 13F BROADCOM COM 11135F101 3,379 -3 -0.09 972 -4.42 0.0237
2019-04-29 2019-03-31 13F BROADCOM COM 11135F101 3,382 -497 -12.81 1,017 3.14 0.0255
2019-02-05 2018-12-31 13F BROADCOM COM 11135F101 3,879 -1,198 -23.60 986 -21.25 0.0278
2018-10-17 2018-09-30 13F BROADCOM COM 11135F101 5,077 -500 -8.97 1,252 -7.46 0.0298
2018-07-16 2018-06-30 13F BROADCOM COM 11135F101 5,577 -81 -1.43 1,353 1.42 0.0350
2018-04-12 2018-03-31 13F BROADCOM SHS Y09827109 5,658 5,658 1,334 0.0344
2018-01-26 2017-12-31 13F BROADCOM SHS Y09827109 0 -5,721 -100.00 0 -100.00
2017-11-13 2017-09-30 13F BROADCOM SHS Y09827109 5,721 5,721 1,388 0.0365
2017-07-31 2017-06-30 13F BROADCOM SHS Y09827109 0 -5,097 -100.00 0 -100.00
2017-04-27 2017-03-31 13F BROADCOM SHS Y09827109 5,097 5,097 1,116 0.0343
2017-02-07 2016-12-31 13F BROADCOM SHS Y09827109 0 -4,966 -100.00 0 -100.00
2016-11-02 2016-09-30 13F BROADCOM SHS Y09827109 4,966 4,966 0.00 857 0.0296
2016-08-02 2016-06-30 13F BROADCOM SHS Y09827109 0 -5,008 -100.00 0 -100.00
2016-05-05 2016-03-31 13F BROADCOM SHS Y09827109 5,008 5,008 0.00 774 0.0241
2016-01-27 2015-12-31 13F AVAGO TECHNOLOGIES SHS Y0486S104 0 -4,762 -100.00 0 -100.00
2015-11-05 2015-09-30 13F AVAGO TECHNOLOGIES SHS Y0486S104 4,762 4,762 595 0.0199
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.