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Talisman Wealth Advisors’s Broadcom AVGO Stock Holding History

Talisman Wealth 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
Q2 		$1.32M Buy
3,499
+182
+5% +$73K 0.98% 28
2026
Q1 		$1.03M Sell
3,317
-489
-13% -$161K 0.83% 32
2025
Q4 		$1.32M Sell
3,806
-302
-7% -$108K 1.03% 26
2025
Q3 		$1.36M Sell
4,108
-28
-0.7% -$8.59K 1.12% 23
2025
Q2 		$1.14M Sell
4,136
-54
-1% -$11.7K 1.04% 25
2025
Q1 		$702K Sell
4,190
-677
-14% -$143K 0.72% 39
2024
Q4 		$1.13M Sell
4,867
-220
-4% -$40.7K 1.2% 23
2024
Q3 		$878K Sell
5,087
-123
-2% -$19.7K 0.92% 32
2024
Q2 		$837K Sell
5,210
-20
-0.4% -$2.8K 0.97% 31
2024
Q1 		$693K Sell
5,230
-300
-5% -$37.2K 0.87% 36
2023
Q4 		$617K Sell
5,530
-210
-4% -$19.9K 0.92% 35
2023
Q3 		$477K Sell
5,740
-250
-4% -$21.7K 0.83% 37
2023
Q2 		$520K Sell
5,990
-70
-1% -$4.99K 0.89% 36
2023
Q1 		$389K Buy
6,060
+1,840
+44% +$111K 0.7% 41
2022
Q4 		$236K Buy
+4,220
New +$212K 0.5% 64

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

Talisman Wealth Advisors's AVGO Position: Q2 2026 in Review

Talisman Wealth Advisors increased its Broadcom (AVGO) stake by 5.5% in Q2 2026, buying an estimated $73K and bringing the position to 3,499 shares worth $1.32M. The position accounts for 0.98% of the portfolio, ranked #28.

Talisman Wealth Advisors first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Talisman Wealth Advisors held 3,499 shares of Broadcom worth $1.32M as of Q2 2026.
  • Talisman Wealth Advisors bought 182 Broadcom shares in Q2 2026, an estimated $73K.
  • Broadcom made up 0.98% of Talisman Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Talisman Wealth Advisors first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's Broadcom position peaked at $1.36M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.