Broadcom Inc.
AT ˙ WBAG ˙ US11135F1012
€ 343,85 ↓ -12.10 (-3.40%)
2026-06-05
PREÇO DA AÇÃO
SecurityAT:BROA / Broadcom Inc.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership4,541 shares
Latest Disclosed Value $ 1,405,485
Keudell/Morrison Wealth Management reports 1.34% increase in ownership of BROA / Broadcom Inc.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 4,541 shares of Broadcom Inc. (AT:BROA) valued at $1,188,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,481 shares of Broadcom Inc.. This represents a change in shares of 1.34% during the quarter. The current value of the position is $1,561,423 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 4,541 60 1.34 1,405 -9.35 0.2874
2026-02-06 2025-12-31 13F BROADCOM COM 11135F101 4,481 221 5.19 1,551 32.03 0.3259
2025-07-22 2025-06-30 13F BROADCOM COM 11135F101 4,260 -154 -3.49 1,174 58.86 0.2606
2025-04-23 2025-03-31 13F BROADCOM COM 11135F101 4,414 -255 -5.46 739 -31.70 0.1743
2025-01-23 2024-12-31 13F BROADCOM COM 11135F101 4,669 -242 -4.93 1,082 27.74 0.2821
2024-10-31 2024-09-30 13F BROADCOM COM 11135F101 4,911 4,394 849.90 847 2.05 0.2300
2024-07-16 2024-06-30 13F BROADCOM COM 11135F101 517 -35 -6.34 830 13.54 0.2429
2024-05-07 2024-03-31 13F BROADCOM COM 11135F101 552 -58 -9.51 732 7.50 0.2215
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 610 -38 -5.86 681 26.39 0.2247
2023-10-18 2023-09-30 13F BROADCOM COM 11135F101 648 -43 -6.22 538 -10.18 0.1641
2023-07-20 2023-06-30 13F BROADCOM COM 11135F101 691 -20 -2.81 599 31.36 0.1728
2023-04-18 2023-03-31 13F BROADCOM COM 11135F101 711 -8 -1.11 456 13.43 0.1344
2023-01-20 2022-12-31 13F BROADCOM COM 11135F101 719 89 14.13 402 43.57 0.1290
2022-10-12 2022-09-30 13F BROADCOM COM 11135F101 630 -32 -4.83 280 -13.04 0.1048
2022-07-18 2022-06-30 13F BROADCOM COM 11135F101 662 2 0.30 322 -22.60 0.1170
2022-04-18 2022-03-31 13F BROADCOM COM 11135F101 660 -62 -8.59 416 -13.33 0.1739
2022-02-08 2021-12-31 13F BROADCOM COM 11135F101 722 -226 -23.84 480 4.35 0.1895
2021-12-08 2021-09-30 13F/A-1 BROADCOM COM 11135F101 948 167 21.38 460 23.66 0.1972
2021-10-20 2021-09-30 13F BROADCOM COM 11135F101 948 167 460 0.1976
2021-07-13 2021-06-30 13F BROADCOM COM 11135F101 781 -52 -6.24 372 -3.63 0.2037
2021-04-13 2021-03-31 13F BROADCOM COM 11135F101 833 -128 -13.32 386 -8.31 0.2240
2021-02-12 2020-12-31 13F BROADCOM COM 11135F101 961 -50 -4.95 421 14.40 0.2673
2020-10-20 2020-09-30 13F BROADCOM COM 11135F101 1,011 -39 -3.71 368 11.18 0.2365
2020-07-14 2020-06-30 13F BROADCOM COM 11135F101 1,050 65 6.60 331 41.45 0.2738
2020-04-20 2020-03-31 13F BROADCOM COM 11135F101 985 94 10.55 234 -17.02 0.2289
2020-01-29 2019-12-31 13F BROADCOM COM 11135F101 891 25 2.89 282 17.99 0.1950
2019-11-13 2019-09-30 13F BROADCOM COM 11135F101 866 32 3.84 239 6.22 0.1972
2019-08-23 2019-06-30 13F/A-1 BROADCOM COM 11135F101 834 834 225 0.1970
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.