AWA
TSM icon

Arete Wealth Advisors’s TSMC TSM Stock Holding History

Arete Wealth Advisors’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
Q1 		$4.52M Sell
13,364
-5,086
-28% -$1.75M 0.34% 75
2025
Q4 		$5.61M Buy
18,450
+2,239
+14% +$657K 0.34% 66
2025
Q3 		$4.53M Buy
16,211
+4,480
+38% +$1.1M 0.28% 81
2025
Q2 		$2.66M Sell
11,731
-7,306
-38% -$1.35M 0.19% 109
2025
Q1 		$3.16M Buy
19,037
+13,830
+266% +$2.69M 0.24% 90
2024
Q4 		$1.03M Buy
5,207
+432
+9% +$83.6K 0.07% 248
2024
Q3 		$827K Sell
4,775
-537
-10% -$91.5K 0.07% 257
2024
Q2 		$950K Buy
+5,312
New +$806K 0.08% 248
2024
Q1 		– Sell
-4,545
Closed -$473K – 703
2023
Q4 		$473K Buy
4,545
+715
+19% +$68.2K 0.04% 413
2023
Q3 		$333K Buy
+3,830
New +$362K 0.06% 321
2023
Q2 		– Sell
-2,548
Closed -$237K – 755
2023
Q1 		$237K Buy
+2,548
New +$229K 0.02% 536
2022
Q1 		– Sell
-5,426
Closed -$681K – 551
2021
Q4 		$681K Buy
5,426
+268
+5% +$31.4K 0.06% 237
2021
Q3 		$576K Sell
5,158
-226
-4% -$26.5K 0.06% 236
2021
Q2 		$382K Buy
5,384
+2,221
+70% +$260K 0.05% 233
2021
Q1 		$374K Buy
3,163
+892
+39% +$110K 0.05% 285
2020
Q4 		$253K Buy
+2,271
New +$215K 0.04% 338

Other funds holding TSM

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Arete Wealth Advisors's TSM Position: Q1 2026 in Review

Arete Wealth Advisors reduced its TSMC (TSM) stake by 28% in Q1 2026, selling an estimated $1.75M and leaving 13,364 shares worth $4.52M. The position accounts for 0.34% of the portfolio, ranked #75.

Arete Wealth Advisors first reported a position in TSM in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.61M in Q4 2025. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Arete Wealth Advisors held 13,364 shares of TSMC worth $4.52M as of Q1 2026.
  • Arete Wealth Advisors sold 5,086 TSMC shares in Q1 2026, an estimated $1.75M.
  • TSMC made up 0.34% of Arete Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Arete Wealth Advisors first reported a position in TSMC in Q4 2020 and has held it in 16 quarters since.
  • Arete Wealth Advisors's TSMC position peaked at $5.61M in Q4 2025.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.