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Balboa Wealth Partners’s TSMC TSM Stock Holding History

Balboa Wealth Partners’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
Q2 		$12.2M Sell
25,602
-1,448
-5% -$588K 1.66% 11
2026
Q1 		$9.14M Sell
27,050
-2,794
-9% -$961K 1.53% 11
2025
Q4 		$9.07M Sell
29,844
-1,255
-4% -$368K 1.5% 11
2025
Q3 		$8.69M Buy
31,099
+627
+2% +$153K 1.5% 11
2025
Q2 		$6.9M Sell
30,472
-2,031
-6% -$376K 1.38% 11
2025
Q1 		$5.4M Buy
32,503
+2,283
+8% +$444K 1.3% 15
2024
Q4 		$5.97M Buy
30,220
+1,057
+4% +$205K 1.36% 10
2024
Q3 		$5.06M Buy
29,163
+729
+3% +$124K 1.26% 14
2024
Q2 		$4.94M Sell
28,434
-2,677
-9% -$406K 1.31% 12
2024
Q1 		$4.23M Sell
31,111
-1,145
-4% -$142K 1.25% 13
2023
Q4 		$3.35M Buy
32,256
+46
+0.1% +$4.39K 1.11% 15
2023
Q3 		$2.8M Sell
32,210
-312
-1% -$29.5K 1.05% 14
2023
Q2 		$3.28M Sell
32,522
-294
-0.9% -$27.4K 1.14% 13
2023
Q1 		$3.05M Sell
32,816
-4,951
-13% -$444K 1.15% 11
2022
Q4 		$2.81M Buy
37,767
+835
+2% +$60.4K 1.27% 11
2022
Q3 		$2.53M Buy
+36,932
New +$3.05M 1.11% 13

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Balboa Wealth Partners's TSM Position: Q2 2026 in Review

Balboa Wealth Partners reduced its TSMC (TSM) stake by 5.4% in Q2 2026, selling an estimated $588K and leaving 25,602 shares worth $12.2M. The position accounts for 1.66% of the portfolio, ranked #11.

Balboa Wealth Partners first reported a position in TSM in Q3 2022 and has held it in 16 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Balboa Wealth Partners held 25,602 shares of TSMC worth $12.2M as of Q2 2026.
  • Balboa Wealth Partners sold 1,448 TSMC shares in Q2 2026, an estimated $588K.
  • TSMC made up 1.66% of Balboa Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Balboa Wealth Partners first reported a position in TSMC in Q3 2022 and has held it in 16 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.