Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionGrimes & Company, Inc.
Latest Disclosed Ownership66,236 shares
Latest Disclosed Value $ 20,500,806
Grimes & Company, Inc. reports 16.50% decrease in ownership of AVGO / Broadcom Inc.

On April 21, 2026 - Grimes & Company, Inc. filed a 13F-HR form disclosing ownership of 66,236 shares of Broadcom Inc. (US:AVGO) valued at $20,500,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 79,322 shares of Broadcom Inc.. This represents a change in shares of -16.50% during the quarter. The current value of the position is $31,742,278 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-21 2026-03-31 13F BROADCOM COM 11135F101 66,236 -13,086 -16.50 20,501 -25.33 0.5675
2026-02-03 2025-12-31 13F BROADCOM COM 11135F101 79,322 -8,594 -9.78 27,453 -5.35 0.6560
2025-10-27 2025-09-30 13F BROADCOM COM 11135F101 87,916 11,728 15.39 29,004 38.11 0.7162
2025-07-22 2025-06-30 13F BROADCOM COM 11135F101 76,188 -8,082 -9.59 21,001 48.85 0.5715
2025-04-17 2025-03-31 13F BROADCOM COM 11135F101 84,270 912 1.09 14,109 -26.99 0.4362
2025-01-21 2024-12-31 13F BROADCOM COM 11135F101 83,358 -746 -0.89 19,326 33.20 0.5568
2024-10-22 2024-09-30 13F BROADCOM COM 11135F101 84,104 75,484 875.68 14,508 4.83 0.3926
2024-07-22 2024-06-30 13F BROADCOM COM 11135F101 8,620 -1,935 -18.33 13,840 -1.07 0.4142
2024-04-17 2024-03-31 13F BROADCOM COM 11135F101 10,555 -118 -1.11 13,990 17.43 0.4301
2024-01-24 2023-12-31 13F BROADCOM COM 11135F101 10,673 298 2.87 11,914 38.25 0.3944
2023-10-19 2023-09-30 13F BROADCOM COM 11135F101 10,375 -174 -1.65 8,617 -5.83 0.3332
2023-07-19 2023-06-30 13F BROADCOM COM 11135F101 10,549 -1,055 -9.09 9,150 22.92 0.3245
2023-04-20 2023-03-31 13F BROADCOM COM 11135F101 11,604 -12 -0.10 7,445 14.63 0.3051
2023-01-25 2022-12-31 13F BROADCOM COM 11135F101 11,616 1,300 12.60 6,495 41.79 0.2742
2022-10-28 2022-09-30 13F BROADCOM COM 11135F101 10,316 765 8.01 4,580 -1.29 0.2390
2022-07-22 2022-06-30 13F BROADCOM COM 11135F101 9,551 423 4.63 4,640 -19.26 0.2340
2022-05-06 2022-03-31 13F BROADCOM COM 11135F101 9,128 725 8.63 5,747 2.77 0.2685
2022-05-06 2022-03-31 13F BROADCOM COM 11135F101 9,165 5,770
2022-02-01 2021-12-31 13F BROADCOM COM 11135F101 8,403 26 0.31 5,592 37.67 0.2560
2021-11-08 2021-09-30 13F BROADCOM COM 11135F101 8,377 246 3.03 4,062 4.74 0.1767
2021-08-04 2021-06-30 13F BROADCOM COM 11135F101 8,131 481 6.29 3,878 9.33 0.1683
2021-05-12 2021-03-31 13F BROADCOM COM 11135F101 7,650 104 1.38 3,547 7.35 0.1706
2021-02-02 2020-12-31 13F Broadcom COM 11135F101 7,546 368 5.13 3,304 26.35 0.1717
2020-11-12 2020-09-30 13F Broadcom COM 11135F101 7,178 139 1.97 2,615 17.69 0.1673
2020-07-31 2020-06-30 13F Broadcom COM 11135F101 7,039 143 2.07 2,222 35.90 0.1544
2020-05-05 2020-03-31 13F Broadcom COM 11135F101 6,896 642 10.27 1,635 -17.26 0.1492
2020-02-05 2019-12-31 13F Broadcom COM 11135F101 6,254 266 4.44 1,976 19.54 0.1295
2019-11-05 2019-09-30 13F Broadcom COM 11135F101 5,988 502 9.15 1,653 4.69 0.1178
2019-07-30 2019-06-30 13F Broadcom COM 11135F101 5,486 5,486 1,579 0.1198
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.