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 Q3	$134K	Hold	381	–	–	0.01%	181
2026 Q2	$144K	Buy	381 +56	+17%	+$22.5K	0.01%	180
2026 Q1	$101K	Buy	325 +5	+2%	+$1.64K	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Delta Asset Management's AVGO Position: Q3 2026 in Review

Delta Asset Management held its Broadcom (AVGO) position steady in Q3 2026 at 381 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #181.

Delta Asset Management first reported a position in AVGO in Q3 2021 and has held it in 18 quarters since. The position peaked at $144K in Q2 2026. 3,483 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Delta Asset Management held 381 shares of Broadcom worth $134K as of Q3 2026.
Delta Asset Management left its Broadcom share count unchanged in Q3 2026.
Broadcom made up 0.01% of Delta Asset Management's portfolio in Q3 2026, its #181 holding.
Delta Asset Management first reported a position in Broadcom in Q3 2021 and has held it in 18 quarters since.
Delta Asset Management's Broadcom position peaked at $144K in Q2 2026.
3,483 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Delta Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.