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CapWealth Advisors’s TSMC TSM Stock Holding History

CapWealth 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
Q3 		$31.4M Sell
68,900
-362
-0.5% -$153K 2.37% 11
2026
Q2 		$33.1M Sell
69,262
-1,361
-2% -$552K 2.27% 12
2026
Q1 		$23.9M Sell
70,623
-35,016
-33% -$12M 1.77% 22
2025
Q4 		$32.1M Sell
105,639
-3,087
-3% -$906K 2.2% 13
2025
Q3 		$30.4M Sell
108,726
-3,059
-3% -$748K 2.09% 14
2025
Q2 		$25.3M Sell
111,785
-558
-0.5% -$103K 2.49% 13
2025
Q1 		$18.6M Buy
112,343
+1,560
+1% +$303K 2.02% 20
2024
Q4 		$21.9M Sell
110,783
-1,320
-1% -$255K 2.4% 14
2024
Q3 		$19.5M Sell
112,103
-5,971
-5% -$1.02M 2.12% 21
2024
Q2 		$20.5M Sell
118,074
-1,867
-2% -$283K 2.59% 11
2024
Q1 		$16.3M Sell
119,941
-2,369
-2% -$294K 1.83% 24
2023
Q4 		$12.7M Buy
122,310
+21,329
+21% +$2.03M 1.55% 27
2023
Q3 		$8.78M Sell
100,981
-3,506
-3% -$332K 1.13% 35
2023
Q2 		$10.5M Sell
104,487
-162
-0.2% -$15.1K 1.29% 34
2023
Q1 		$9.73M Buy
104,649
+28,060
+37% +$2.52M 1.21% 36
2022
Q4 		$5.71M Buy
+76,589
New +$5.54M 0.67% 46
2016
Q4 		– Sell
-28
Closed -$1K – 240
2016
Q3 		$1K Buy
+28
New +$801 ﹤0.01% 287
2014
Q2 		– Sell
-500
Closed -$10K – 387
2014
Q1 		$10K Hold
500
– – ﹤0.01% 256
2013
Q4 		$9K Hold
500
– – ﹤0.01% 268
2013
Q3 		$8K Hold
500
– – ﹤0.01% 327
2013
Q2 		$9K Buy
+500
New +$9.21K ﹤0.01% 299

Other funds holding TSM

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CapWealth Advisors's TSM Position: Q3 2026 in Review

CapWealth Advisors reduced its TSMC (TSM) stake by 0.52% in Q3 2026, selling an estimated $153K and leaving 68,900 shares worth $31.4M. The position accounts for 2.37% of the portfolio, ranked #11.

CapWealth Advisors first reported a position in TSM in Q2 2013 and has held it in 21 quarters since. The position peaked at $33.1M in Q2 2026. 33 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • CapWealth Advisors held 68,900 shares of TSMC worth $31.4M as of Q3 2026.
  • CapWealth Advisors sold 362 TSMC shares in Q3 2026, an estimated $153K.
  • TSMC made up 2.37% of CapWealth Advisors's portfolio in Q3 2026, its #11 holding.
  • CapWealth Advisors first reported a position in TSMC in Q2 2013 and has held it in 21 quarters since.
  • CapWealth Advisors's TSMC position peaked at $33.1M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.