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Capstone Wealth Management Group (Oregon)’s TSMC TSM Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$376K Buy
1,112
+100
+10% +$34.4K 0.23% 80
2025
Q4 		$308K Hold
1,012
– – 0.19% 90
2025
Q3 		$283K Buy
1,012
+100
+11% +$24.5K 0.18% 91
2025
Q2 		$207K Buy
+912
New +$169K 0.15% 101

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

Capstone Wealth Management Group (Oregon)'s TSM Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its TSMC (TSM) stake by 9.9% in Q1 2026, buying an estimated $34.4K and bringing the position to 1,112 shares worth $376K. The position accounts for 0.23% of the portfolio, ranked #80.

Capstone Wealth Management Group (Oregon) first reported a position in TSM in Q2 2025 and has held it in 4 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 1,112 shares of TSMC worth $376K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 100 TSMC shares in Q1 2026, an estimated $34.4K.
  • TSMC made up 0.23% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #80 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in TSMC in Q2 2025 and has held it in 4 quarters since.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.