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Capstone Financial Advisors’s TSMC TSM Stock Holding History

Capstone 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
Q2 		$558K Sell
1,168
-882
-43% -$358K 0.03% 100
2026
Q1 		$693K Buy
2,050
+968
+89% +$333K 0.04% 83
2025
Q4 		$329K Hold
1,082
– – 0.02% 132
2025
Q3 		$302K Buy
+1,082
New +$265K 0.02% 139

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

Capstone Financial Advisors's TSM Position: Q2 2026 in Review

Capstone Financial Advisors reduced its TSMC (TSM) stake by 43% in Q2 2026, selling an estimated $358K and leaving 1,168 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #100.

Capstone Financial Advisors first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $693K in Q1 2026. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Capstone Financial Advisors held 1,168 shares of TSMC worth $558K as of Q2 2026.
  • Capstone Financial Advisors sold 882 TSMC shares in Q2 2026, an estimated $358K.
  • TSMC made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Capstone Financial Advisors first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
  • Capstone Financial Advisors's TSMC position peaked at $693K in Q1 2026.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.