Baker Tilly Wealth Management
TSM icon

Baker Tilly Wealth Management’s TSMC TSM Stock Holding History

Baker Tilly 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 		$1.1M Sell
2,418
-277
-10% -$117K 0.22% 81
2026
Q2 		$1.29M Buy
2,695
+123
+5% +$49.9K 0.27% 61
2026
Q1 		$869K Buy
2,572
+1,166
+83% +$401K 0.21% 103
2025
Q4 		$427K Buy
1,406
+161
+13% +$47.2K 0.11% 176
2025
Q3 		$348K Buy
1,245
+74
+6% +$18.1K 0.08% 190
2025
Q2 		$265K Sell
1,171
-160
-12% -$29.6K 0.09% 202
2025
Q1 		$221K Buy
1,331
+25
+2% +$4.86K 0.09% 220
2024
Q4 		$258K Sell
1,306
-486
-27% -$94.1K 0.1% 205
2024
Q3 		$311K Sell
1,792
-254
-12% -$43.3K 0.14% 174
2024
Q2 		$356K Sell
2,046
-1,421
-41% -$216K 0.15% 168
2024
Q1 		$472K Buy
3,467
+981
+39% +$122K 0.09% 268
2023
Q4 		$258K Buy
+2,486
New +$237K 0.04% 409
2023
Q3 		– Sell
-6,086
Closed -$614K – 548
2023
Q2 		$614K Sell
6,086
-285
-4% -$26.5K 0.06% 290
2023
Q1 		$593K Buy
6,371
+2,444
+62% +$219K 0.07% 294
2022
Q4 		$293K Sell
3,927
-128
-3% -$9.26K 0.04% 440
2022
Q3 		$278K Sell
4,055
-2,210
-35% -$183K 0.04% 423
2022
Q2 		$512K Sell
6,265
-6,989
-53% -$646K 0.07% 296
2022
Q1 		$1.38M Sell
13,254
-3,398
-20% -$397K 0.15% 137
2021
Q4 		$2M Buy
16,652
+617
+4% +$72.3K 0.22% 93
2021
Q3 		$1.79M Sell
16,035
-636
-4% -$74.7K 0.24% 81
2021
Q2 		$2M Buy
16,671
+875
+6% +$103K 0.32% 71
2021
Q1 		$1.87M Buy
15,796
+1,116
+8% +$138K 0.38% 64
2020
Q4 		$1.6M Buy
+14,680
New +$1.39M 0.49% 49

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baker Tilly Wealth Management's TSM Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its TSMC (TSM) stake by 10% in Q3 2026, selling an estimated $117K and leaving 2,418 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #81.

Baker Tilly Wealth Management first reported a position in TSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2M in Q4 2021. 2,055 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Baker Tilly Wealth Management held 2,418 shares of TSMC worth $1.1M as of Q3 2026.
  • Baker Tilly Wealth Management sold 277 TSMC shares in Q3 2026, an estimated $117K.
  • TSMC made up 0.22% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Baker Tilly Wealth Management first reported a position in TSMC in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's TSMC position peaked at $2M in Q4 2021.
  • 2,055 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.