브로드컴 주식회사
DE ˙ XTRA ˙ US11135F1012
€338.15 ↓ -26.35 (-7.23%)
2026-06-05
주가
SecurityDE:1YD / Broadcom Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership12,951 shares
Latest Disclosed Value $ 4,008,465
Lee Financial Co reports 12.41% decrease in ownership of 1YD / Broadcom Inc.

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 12,951 shares of Broadcom Inc. (DE:1YD) valued at $3,417,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 14,786 shares of Broadcom Inc.. This represents a change in shares of -12.41% during the quarter. The current value of the position is $4,379,381 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)
2026-04-13 2026-03-31 13F BROADCOM COM 11135F101 12,951 -1,835 -12.41 4,008 -21.67 0.5336
2026-01-22 2025-12-31 13F BROADCOM COM 11135F101 14,786 -2,948 -16.62 5,117 -12.53 0.6904
2025-11-04 2025-09-30 13F BROADCOM COM 11135F101 17,734 -5,715 -24.37 5,851 -9.48 0.7337
2025-07-24 2025-06-30 13F BROADCOM COM 11135F101 23,449 1,466 6.67 6,464 75.63 0.9270
2025-05-13 2025-03-31 13F BROADCOM COM 11135F101 21,983 -2,837 -11.43 3,681 -36.04 0.5622
2025-01-30 2024-12-31 13F BROADCOM COM 11135F101 24,820 -295 -1.17 5,754 32.83 0.8080
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 25,115 22,734 954.81 4,332 13.34 0.6153
2024-08-14 2024-06-30 13F BROADCOM COM 11135F101 2,381 2 0.08 3,823 21.22 0.6230
2024-05-15 2024-03-31 13F BROADCOM COM 11135F101 2,379 -454 -16.03 3,153 -0.28 0.5257
2024-02-08 2023-12-31 13F BROADCOM COM 11135F101 2,833 7 0.25 3,162 34.73 0.5548
2023-11-09 2023-09-30 13F BROADCOM COM 11135F101 2,826 -160 -5.36 2,347 -9.38 0.4373
2023-08-08 2023-06-30 13F BROADCOM COM 11135F101 2,986 -1,559 -34.30 2,590 -11.15 0.4536
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 4,545 -579 -11.30 2,916 1.78 0.5003
2023-02-09 2022-12-31 13F BROADCOM COM 11135F101 5,124 27 0.53 2,865 26.56 0.4888
2022-11-02 2022-09-30 13F BROADCOM COM 11135F101 5,097 180 3.66 2,263 -5.27 0.4232
2022-08-10 2022-06-30 13F BROADCOM COM 11135F101 4,917 9 0.18 2,389 -22.69 0.4383
2022-05-11 2022-03-31 13F BROADCOM COM 11135F101 4,908 -710 -12.64 3,090 -17.36 0.5530
2022-02-08 2021-12-31 13F BROADCOM COM 11135F101 5,618 -774 -12.11 3,739 20.61 0.7022
2021-11-12 2021-09-30 13F BROADCOM COM 11135F101 6,392 14 0.22 3,100 1.94 0.6413
2021-08-04 2021-06-30 13F BROADCOM COM 11135F101 6,378 -147 -2.25 3,041 0.50 0.6450
2021-05-13 2021-03-31 13F BROADCOM COM 11135F101 6,525 -228 -3.38 3,026 2.33 0.7175
2021-02-12 2020-12-31 13F BROADCOM COM 11135F101 6,753 10 0.15 2,957 20.35 0.7670
2020-11-03 2020-09-30 13F BROADCOM COM 11135F101 6,743 -15 -0.22 2,457 15.19 0.6865
2020-08-11 2020-06-30 13F BROADCOM COM 11135F101 6,758 -132 -1.92 2,133 30.54 0.5921
2020-05-07 2020-03-31 13F BROADCOM COM 11135F101 6,890 1,614 30.59 1,634 -1.98 0.5420
2020-02-14 2019-12-31 13F BROADCOM COM 11135F101 5,276 38 0.73 1,667 15.28 0.3601
2019-11-08 2019-09-30 13F BROADCOM COM 11135F101 5,238 55 1.06 1,446 -3.08 0.3253
2019-07-30 2019-06-30 13F BROADCOM COM 11135F101 5,183 -39 -0.75 1,492 -5.03 0.3369
2019-04-30 2019-03-31 13F BROADCOM COM 11135F101 5,222 12 0.23 1,571 18.57 0.3677
2019-02-11 2018-12-31 13F BROADCOM COM 11135F101 5,210 -133 -2.49 1,325 0.53 0.3551
2018-11-07 2018-09-30 13F BROADCOM COM 11135F101 5,343 -85 -1.57 1,318 0.08 0.3240
2018-08-14 2018-06-30 13F BROADCOM COM 11135F101 5,428 302 5.89 1,317 9.11 0.3104
2018-05-09 2018-03-31 13F BROADCOM SHS Y09827109 5,126 5,126 1,207 0.3062
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.