Delta Global Management’s Broadcom AVGO Stock Holding History

Delta Global 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 Q1	–	Sell	-56,153	Closed	-$19.4M	–	163
2025 Q4	$19.4M	Buy	56,153 +43,557	+346%	+$15.6M	1.41%	27
2025 Q3	$4.16M	Sell	12,596 -56,570	-82%	-$17.4M	0.3%	42
2025 Q2	$19.1M	Sell	69,166 -12,999	-16%	-$2.82M	1.27%	26
2025 Q1	$13.8M	Buy	+82,165	New	+$17.4M	0.99%	27
2024 Q4	–	Sell	-32,726	Closed	-$5.65M	–	47
2024 Q3	$5.65M	Sell	32,726 -124,114	-79%	-$19.9M	0.38%	35
2024 Q2	$25.2M	Buy	156,840 +74,150	+90%	+$10.4M	1.67%	23
2024 Q1	$11M	Sell	82,690 -55,700	-40%	-$6.9M	0.83%	29
2023 Q4	$15.4M	Buy	+138,390	New	+$13.1M	2.37%	19

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delta Global Management's AVGO Position: Q1 2026 in Review

Delta Global Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 56,153 shares — an estimated $19.4M sold.

Delta Global Management first reported a position in AVGO in Q4 2023 and held it in 8 quarters. The position peaked at $25.2M in Q2 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Delta Global Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Delta Global Management sold 56,153 Broadcom shares in Q1 2026, an estimated $19.4M.
Delta Global Management first reported a position in Broadcom in Q4 2023 and held it in 8 quarters.
Delta Global Management's Broadcom position peaked at $25.2M in Q2 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Delta Global Management's 13F filing for Q1 2026, filed 15 May 2026.