Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
PREZZO DELLE AZIONI
SecurityDE:1YD / Broadcom Inc.
InstitutionHeritage Trust Co
Latest Disclosed Ownership9,782 shares
Latest Disclosed Value $ 3,027,630
Heritage Trust Co reports 7.52% increase in ownership of 1YD / Broadcom Inc.

On May 13, 2026 - Heritage Trust Co filed a 13F-HR form disclosing ownership of 9,782 shares of Broadcom Inc. (DE:1YD) valued at $2,581,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,098 shares of Broadcom Inc.. This represents a change in shares of 7.52% during the quarter. The current value of the position is $3,307,783 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)
2026-05-13 2026-03-31 13F BROADCOM COMMON STOCK 11135F101 9,782 684 7.52 3,028 -3.84 0.1746
2026-02-10 2025-12-31 13F BROADCOM COMMON STOCK 11135F101 9,098 1,061 13.20 3,149 18.75 0.3204
2025-11-12 2025-09-30 13F BROADCOM COMMON STOCK 11135F101 8,037 2,022 33.62 2,651 59.89 0.2810
2025-08-12 2025-06-30 13F BROADCOM COMMON STOCK 11135F101 6,015 0 0.00 1,658 64.65 0.1915
2025-05-09 2025-03-31 13F BROADCOM COMMON STOCK 11135F101 6,015 0 0.00 1,007 -27.76 0.1221
2025-02-13 2024-12-31 13F BROADCOM COMMON STOCK 11135F101 6,015 5,432 931.73 1,395 48.93 0.1642
2024-08-12 2024-06-30 13F BROADCOM COMMON STOCK 11135F101 583 90 18.26 936 43.34 0.1234
2024-05-10 2024-03-31 13F BROADCOM COMMON STOCK 11135F101 493 -110 -18.24 653 -2.97 0.0875
2024-02-09 2023-12-31 13F BROADCOM COMMON STOCK 11135F101 603 88 17.09 673 57.61 0.0947
2023-11-08 2023-09-30 13F BROADCOM COMMON STOCK 11135F101 515 -3,561 -87.37 428 -87.92 0.0668
2023-08-11 2023-06-30 13F BROADCOM COMMON STOCK 11135F101 4,076 148 3.77 3,536 40.33 0.5173
2023-05-12 2023-03-31 13F BROADCOM COMMON STOCK 11135F101 3,928 399 11.31 2,520 27.67 0.3963
2023-02-10 2022-12-31 13F BROADCOM COMMON STOCK 11135F101 3,529 343 10.77 1,973 39.53 0.3214
2022-11-10 2022-09-30 13F BROADCOM COMMON STOCK 11135F101 3,186 -3 -0.09 1,414 -8.72 0.2472
2022-08-11 2022-06-30 13F BROADCOM COMMON STOCK 11135F101 3,189 -46 -1.42 1,549 -23.96 0.2536
2022-05-11 2022-03-31 13F BROADCOM COMMON STOCK 11135F101 3,235 1,527 89.40 2,037 79.16 0.2879
2022-02-09 2021-12-31 13F BROADCOM COMMON STOCK 11135F101 1,708 536 45.73 1,137 100.18 0.1458
2021-11-09 2021-09-30 13F BROADCOM COMMON STOCK 11135F101 1,172 719 158.72 568 162.96 0.0799
2021-08-09 2021-06-30 13F BROADCOM COMMON STOCK 11135F101 453 453 216 0.0309
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.