Allen Wealth Management
TSM icon

Allen Wealth Management’s TSMC TSM Stock Holding History

Allen Wealth Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.72M Sell
5,972
-787
-12% -$333K 1.33% 12
2026
Q2 		$3.23M Sell
6,759
-500
-7% -$203K 1.57% 10
2026
Q1 		$2.45M Sell
7,259
-1,375
-16% -$473K 1.23% 16
2025
Q4 		$2.62M Sell
8,634
-688
-7% -$202K 1.58% 13
2025
Q3 		$2.6M Sell
9,322
-1,391
-13% -$340K 1.77% 11
2025
Q2 		$2.43M Sell
10,713
-159
-1% -$29.5K 1.7% 10
2025
Q1 		$1.8M Sell
10,872
-23
-0.2% -$4.47K 1.24% 18
2024
Q4 		$2.15M Sell
10,895
-367
-3% -$71K 1.54% 13
2024
Q3 		$1.96M Sell
11,262
-3,302
-23% -$563K 1.36% 14
2024
Q2 		$2.53M Buy
14,564
+282
+2% +$42.8K 2.25% 9
2024
Q1 		$1.94M Buy
14,282
+245
+2% +$30.4K 1.71% 11
2023
Q4 		$1.46M Buy
+14,037
New +$1.34M 1.43% 19

Other funds holding TSM

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Allen Wealth Management's TSM Position: Q3 2026 in Review

Allen Wealth Management reduced its TSMC (TSM) stake by 12% in Q3 2026, selling an estimated $333K and leaving 5,972 shares worth $2.72M. The position accounts for 1.33% of the portfolio, ranked #12.

Allen Wealth Management first reported a position in TSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.23M in Q2 2026. 1,505 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Allen Wealth Management held 5,972 shares of TSMC worth $2.72M as of Q3 2026.
  • Allen Wealth Management sold 787 TSMC shares in Q3 2026, an estimated $333K.
  • TSMC made up 1.33% of Allen Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Allen Wealth Management first reported a position in TSMC in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's TSMC position peaked at $3.23M in Q2 2026.
  • 1,505 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.