TF
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Talbot Financial’s Broadcom AVGO Stock Holding History

Talbot Financial’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 		$31.4M Buy
83,128
+15,791
+23% +$6.33M 2.31% 13
2026
Q1 		$20.8M Buy
67,337
+833
+1% +$274K 1.75% 19
2025
Q4 		$23M Buy
66,504
+391
+0.6% +$140K 1.89% 16
2025
Q3 		$21.8M Sell
66,113
-197
-0.3% -$60.4K 1.85% 15
2025
Q2 		$18.3M Buy
66,310
+15,256
+30% +$3.31M 1.73% 21
2025
Q1 		$8.55M Sell
51,054
-497
-1% -$105K 1.07% 38
2024
Q4 		$12M Sell
51,551
-194
-0.4% -$35.9K 1.42% 28
2024
Q3 		$8.93M Buy
+51,745
New +$8.3M 1.09% 37

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Talbot Financial's AVGO Position: Q2 2026 in Review

Talbot Financial increased its Broadcom (AVGO) stake by 23% in Q2 2026, buying an estimated $6.33M and bringing the position to 83,128 shares worth $31.4M. The position accounts for 2.31% of the portfolio, ranked #13.

Talbot Financial first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Talbot Financial held 83,128 shares of Broadcom worth $31.4M as of Q2 2026.
  • Talbot Financial bought 15,791 Broadcom shares in Q2 2026, an estimated $6.33M.
  • Broadcom made up 2.31% of Talbot Financial's portfolio in Q2 2026, its #13 holding.
  • Talbot Financial first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.