Beaumont Financial Advisors’s TSMC TSM Stock Holding History

Beaumont Financial 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	$454K	Buy	1,342 +57	+4%	+$19.6K	0.03%	248
2025 Q4	$391K	Sell	1,285 -27	-2%	-$7.92K	0.03%	262
2025 Q3	$366K	Buy	1,312 +1	+0.1%	+$245	0.02%	287
2025 Q2	$297K	Sell	1,311 -51	-4%	-$9.45K	0.02%	300
2025 Q1	$226K	Hold	1,362	–	–	0.02%	337
2024 Q4	$269K	Buy	1,362 +137	+11%	+$26.5K	0.02%	306
2024 Q3	$213K	Buy	1,225 +40	+3%	+$6.82K	0.02%	333
2024 Q2	$206K	Buy	+1,185	New	+$180K	0.02%	349
2022 Q1	–	Sell	-4,132	Closed	-$497K	–	382
2021 Q4	$497K	Hold	4,132	–	–	0.04%	214
2021 Q3	$461K	Sell	4,132 -307	-7%	-$36K	0.04%	213
2021 Q2	$533K	Hold	4,439	–	–	0.04%	202
2021 Q1	$525K	Buy	4,439 +2,132	+92%	+$264K	0.04%	189
2020 Q4	$252K	Sell	2,307 -562	-20%	-$53.3K	0.02%	297
2020 Q3	$233K	Buy	+2,869	New	+$218K	0.02%	288
2020 Q1	–	Sell	-3,435	Closed	-$200K	–	288
2019 Q4	$200K	Buy	+3,435	New	+$182K	0.02%	271

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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