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Delta Financial Advisors’s Broadcom AVGO Stock Holding History

Delta Financial Advisors’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
Q1 		$4.86M Buy
15,707
+106
+0.7% +$34.9K 1.27% 23
2025
Q4 		$5.4M Sell
15,601
-94
-0.6% -$33.6K 1.4% 18
2025
Q3 		$5.18M Sell
15,695
-298
-2% -$91.4K 1.46% 19
2025
Q2 		$4.41M Sell
15,993
-1,434
-8% -$311K 1.55% 18
2025
Q1 		$2.92M Sell
17,427
-67
-0.4% -$14.2K 1.1% 33
2024
Q4 		$4.06M Buy
17,494
+748
+4% +$138K 1.51% 16
2024
Q3 		$2.89M Buy
16,746
+976
+6% +$156K 1.05% 33
2024
Q2 		$2.53M Buy
15,770
+290
+2% +$40.6K 0.98% 32
2024
Q1 		$2.05M Buy
15,480
+1,520
+11% +$188K 0.81% 41
2023
Q4 		$1.56M Buy
13,960
+6,930
+99% +$656K 0.68% 52
2023
Q3 		$584K Sell
7,030
-230
-3% -$19.9K 0.26% 86
2023
Q2 		$630K Buy
7,260
+260
+4% +$18.5K 0.28% 83
2023
Q1 		$449K Sell
7,000
-440
-6% -$26.5K 0.22% 90
2022
Q4 		$416K Buy
7,440
+520
+8% +$26.1K 0.2% 90
2022
Q3 		$307K Buy
6,920
+130
+2% +$6.64K 0.16% 100
2022
Q2 		$330K Buy
6,790
+510
+8% +$28.6K 0.16% 103
2022
Q1 		$395K Buy
6,280
+460
+8% +$27.3K 0.17% 102
2021
Q4 		$387K Buy
+5,820
New +$327K 0.16% 104

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delta Financial Advisors's AVGO Position: Q1 2026 in Review

Delta Financial Advisors increased its Broadcom (AVGO) stake by 0.68% in Q1 2026, buying an estimated $34.9K and bringing the position to 15,707 shares worth $4.86M. The position accounts for 1.27% of the portfolio, ranked #23.

Delta Financial Advisors first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.4M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Delta Financial Advisors held 15,707 shares of Broadcom worth $4.86M as of Q1 2026.
  • Delta Financial Advisors bought 106 Broadcom shares in Q1 2026, an estimated $34.9K.
  • Broadcom made up 1.27% of Delta Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Delta Financial Advisors first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Delta Financial Advisors's Broadcom position peaked at $5.4M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.