Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionHm Payson & Co
Latest Disclosed Ownership1,122,634 shares
Latest Disclosed Value $ 347,466,508
Hm Payson & Co reports 8.64% decrease in ownership of AVGO / Broadcom Inc.

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 1,122,634 shares of Broadcom Inc. (US:AVGO) valued at $347,466,449 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,228,840 shares of Broadcom Inc.. This represents a change in shares of -8.64% during the quarter. The current value of the position is $537,999,892 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 1,122,634 -106,206 -8.64 347,467 -18.30 2.6046
2026-02-12 2025-12-31 13F BROADCOM COM 11135F101 1,228,840 -77,899 -5.96 425,302 -1.35 5.9980
2025-10-17 2025-09-30 13F BROADCOM COM 11135F101 1,306,739 -68,968 -5.01 431,106 13.68 6.1989
2025-10-17 2025-06-30 13F BROADCOM COM 11135F101 1,375,707 -58,063 -4.05 379,214 57.97 6.0054
2025-04-29 2025-03-31 13F BROADCOM COM 11135F101 1,433,770 -94,432 -6.18 240,056 -32.24 4.2129
2025-02-07 2024-12-31 13F BROADCOM COM 11135F101 1,528,202 -14,977 -0.97 354,298 33.10 6.0101
2024-10-28 2024-09-30 13F BROADCOM COM 11135F101 1,543,179 1,388,850 899.93 266,198 7.43 4.5649
2024-08-13 2024-06-30 13F BROADCOM COM 11135F101 154,329 526 0.34 247,780 21.55 4.5014
2024-06-20 2024-03-31 13F BROADCOM COM 11135F101 153,803 -9,776 -5.98 203,851 11.64 3.7881
2024-02-13 2023-12-31 13F BROADCOM COM 11135F101 163,579 -3,986 -2.38 182,595 31.20 3.7814
2023-11-06 2023-09-30 13F BROADCOM COM 11135F101 167,565 -20,829 -11.06 139,175 -14.83 3.2625
2023-07-17 2023-06-30 13F BROADCOM COM 11135F101 188,394 -6,144 -3.16 163,418 30.94 3.6691
2023-04-18 2023-03-31 13F BROADCOM COM 11135F101 194,538 -4,487 -2.25 124,804 12.15 2.9931
2023-02-06 2022-12-31 13F BROADCOM COM 11135F101 199,025 11,034 5.87 111,281 33.32 2.7714
2022-10-25 2022-09-30 13F BROADCOM COM 11135F101 187,991 9,863 5.54 83,470 -3.54 2.2916
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 178,128 9,959 5.92 86,536 -18.28 2.2185
2022-05-12 2022-03-31 13F BROADCOM COM 11135F101 168,169 7,041 4.37 105,893 -1.23 2.4096
2022-02-15 2021-12-31 13F BROADCOM COM 11135F101 161,128 -1,342 -0.83 107,216 36.09 2.3307
2021-11-30 2021-09-30 13F BROADCOM COM 11135F101 162,470 3,268 2.05 78,786 3.78 1.9180
2021-08-17 2021-06-30 13F BROADCOM COM 11135F101 159,202 17,299 12.19 75,914 15.38 1.8505
2021-06-15 2021-03-31 13F BROADCOM COM 11135F101 141,903 3,943 2.86 65,795 8.92 1.7514
2021-03-10 2020-12-31 13F BROADCOM COM 11135F101 137,960 1,461 1.07 60,406 21.47 1.6695
2020-12-21 2020-09-30 13F BROADCOM COM 11135F101 136,499 954 0.70 49,729 16.25 1.5315
2020-08-13 2020-06-30 13F BROADCOM COM 11135F101 135,545 -12,125 -8.21 42,779 22.18 1.4346
2020-07-01 2020-03-31 13F BROADCOM COM 11135F101 147,670 1,099 0.75 35,013 -24.41 1.3756
2020-02-18 2019-12-31 13F BROADCOM COM 11135F101 146,571 13,493 10.14 46,319 26.08 1.4878
2019-11-12 2019-09-30 13F BROADCOM COM 11135F101 133,078 11,843 9.77 36,739 5.27 1.2941
2019-08-15 2019-06-30 13F BROADCOM COM 11135F101 121,235 14,412 13.49 34,899 8.64 1.2516
2019-07-31 2019-03-31 13F BROADCOM COM 11135F101 106,823 105,531 8,168.03 32,123 -2.36 1.2278
2019-02-15 2018-12-31 13F BROADCOM INC COM COMMON STOCK 11135F101 1,292 1,292 32,900 0.9647
2018-11-30 2018-09-30 13F BROADCOM INC COM COMMON STOCK 11135F101 0 -900 -100.00 0 -100.00
2018-08-27 2018-06-30 13F BROADCOM INC COM COMMON STOCK 11135F101 900 900 218 0.0093
2018-05-14 2018-03-31 13F BROADCOM FOREIGN STOCK Y09827109 0 -3,273 -100.00 0 -100.00
2018-02-16 2017-12-31 13F BROADCOM FOREIGN STOCK Y09827109 3,273 200 6.51 841 12.89 0.0338
2017-11-06 2017-09-30 13F BROADCOM FOREIGN STOCK Y09827109 3,073 40 1.32 745 5.37 0.0320
2017-08-04 2017-06-30 13F BROADCOM FOREIGN STOCK Y09827109 3,033 3,033 707 0.0319
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.