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Capital Advisors Wealth Management’s TSMC TSM Stock Holding History

Capital Advisors 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 		$370K Hold
812
– – 0.04% 169
2026
Q2 		$388K Buy
812
+132
+19% +$53.6K 0.05% 163
2026
Q1 		$230K Buy
+680
New +$234K 0.03% 200

Other funds holding TSM

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
NC
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Capital Advisors Wealth Management's TSM Position: Q3 2026 in Review

Capital Advisors Wealth Management held its TSMC (TSM) position steady in Q3 2026 at 812 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #169.

Capital Advisors Wealth Management first reported a position in TSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $388K in Q2 2026. 179 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Capital Advisors Wealth Management held 812 shares of TSMC worth $370K as of Q3 2026.
  • Capital Advisors Wealth Management left its TSMC share count unchanged in Q3 2026.
  • TSMC made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Capital Advisors Wealth Management first reported a position in TSMC in Q1 2026 and has held it in 3 quarters since.
  • Capital Advisors Wealth Management's TSMC position peaked at $388K in Q2 2026.
  • 179 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.