Delta Investment Management’s Broadcom AVGO Stock Holding History

Delta Investment 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	$1.93M	Buy	6,245 +542	+10%	+$178K	0.35%	58
2025 Q4	$1.97M	Buy	5,703 +1,456	+34%	+$521K	0.34%	63
2025 Q3	$1.4M	Sell	4,247 -30	-0.7%	-$9.2K	0.25%	72
2025 Q2	$1.18M	Sell	4,277 -484	-10%	-$105K	0.23%	77
2025 Q1	$797K	Sell	4,761 -559	-11%	-$118K	0.16%	81
2024 Q4	$1.23M	Buy	5,320 +339	+7%	+$62.7K	0.24%	68
2024 Q3	$859K	Sell	4,981 -119	-2%	-$19.1K	0.18%	80
2024 Q2	$818K	Buy	5,100 +660	+15%	+$92.5K	0.18%	76
2024 Q1	$589K	Sell	4,440 -130	-3%	-$16.1K	0.13%	107
2023 Q4	$510K	Buy	4,570 +380	+9%	+$36K	0.13%	104
2023 Q3	$348K	Buy	+4,190	New	+$363K	0.1%	120
2019 Q4	–	Sell	-7,370	Closed	-$203K	–	144
2019 Q3	$203K	Sell	7,370 -860	-10%	-$24.5K	0.11%	127
2019 Q2	$236K	Buy	+8,230	New	+$240K	0.14%	100

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 Investment Management's AVGO Position: Q1 2026 in Review

Delta Investment Management increased its Broadcom (AVGO) stake by 9.5% in Q1 2026, buying an estimated $178K and bringing the position to 6,245 shares worth $1.93M. The position accounts for 0.35% of the portfolio, ranked #58.

Delta Investment Management first reported a position in AVGO in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.97M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Delta Investment Management held 6,245 shares of Broadcom worth $1.93M as of Q1 2026.
Delta Investment Management bought 542 Broadcom shares in Q1 2026, an estimated $178K.
Broadcom made up 0.35% of Delta Investment Management's portfolio in Q1 2026, its #58 holding.
Delta Investment Management first reported a position in Broadcom in Q2 2019 and has held it in 13 quarters since.
Delta Investment Management's Broadcom position peaked at $1.97M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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