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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
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 $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

Talisman Wealth Advisors's AVGO Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Broadcom (AVGO) stake by 13% in Q1 2026, selling an estimated $161K and leaving 3,317 shares worth $1.03M. The position accounts for 0.83% of the portfolio, ranked #32.

Talisman Wealth Advisors first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Talisman Wealth Advisors held 3,317 shares of Broadcom worth $1.03M as of Q1 2026.
  • Talisman Wealth Advisors sold 489 Broadcom shares in Q1 2026, an estimated $161K.
  • Broadcom made up 0.83% of Talisman Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • Talisman Wealth Advisors first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Talisman Wealth Advisors's Broadcom position peaked at $1.36M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.