Delta Asset Management’s Broadcom AVGO Stock Holding History

Delta Asset Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Buy	381 +56	+17%	+$22.5K	0.01%	180
2026 Q1	$101K	Buy	325 +5	+2%	+$1.65K	0.01%	205
2025 Q4	$111K	Hold	320	–	–	0.01%	193
2025 Q3	$106K	Hold	320	–	–	0.01%	194
2025 Q2	$88.2K	Hold	320	–	–	0.01%	205
2025 Q1	$53.6K	Buy	320 +100	+45%	+$21.2K	0.01%	254
2024 Q4	$51K	Hold	220	–	–	﹤0.01%	262
2024 Q3	$38K	Sell	220 -20	-8%	-$3.21K	﹤0.01%	301
2024 Q2	$38.5K	Hold	240	–	–	﹤0.01%	291
2024 Q1	$31.8K	Buy	240 +170	+243%	+$21.1K	﹤0.01%	310
2023 Q4	$7.81K	Sell	70 -10	-13%	-$947	﹤0.01%	477
2023 Q3	$6.64K	Buy	80 +30	+60%	+$2.6K	﹤0.01%	494
2023 Q2	$4.34K	Hold	50	–	–	﹤0.01%	540
2023 Q1	$3.21K	Hold	50	–	–	﹤0.01%	535
2022 Q4	$2.8K	Buy	+50	New	+$2.51K	﹤0.01%	571
2022 Q1	–	Sell	-50	Closed	-$3K	–	179
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	565
2021 Q3	$2K	Buy	+50	New	+$2.43K	﹤0.01%	588

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Delta Asset Management's AVGO Position: Q2 2026 in Review

Delta Asset Management increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $22.5K and bringing the position to 381 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #180.

Delta Asset Management first reported a position in AVGO in Q3 2021 and has held it in 17 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Delta Asset Management held 381 shares of Broadcom worth $144K as of Q2 2026.
Delta Asset Management bought 56 Broadcom shares in Q2 2026, an estimated $22.5K.
Broadcom made up 0.01% of Delta Asset Management's portfolio in Q2 2026, its #180 holding.
Delta Asset Management first reported a position in Broadcom in Q3 2021 and has held it in 17 quarters since.
4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.