Castle Rock Wealth Management’s TSMC TSM Stock Holding History

Castle Rock 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 Q2	$928K	Buy	2,090 +65	+3%	+$26.4K	0.18%	129
2026 Q1	$686K	Sell	2,025 -130	-6%	-$44.7K	0.15%	143
2025 Q4	$715K	Sell	2,155 -131	-6%	-$38.4K	0.15%	134
2025 Q3	$657K	Buy	2,286 +225	+11%	+$55K	0.15%	140
2025 Q2	$494K	Sell	2,061 -2,534	-55%	-$469K	0.12%	156
2025 Q1	$775K	Sell	4,595 -1,156	-20%	-$225K	0.21%	119
2024 Q4	$1.17M	Sell	5,751 -1,077	-16%	-$208K	0.28%	97
2024 Q3	$1.26M	Buy	+6,828	New	+$1.16M	0.3%	96

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Castle Rock Wealth Management's TSM Position: Q2 2026 in Review

Castle Rock Wealth Management increased its TSMC (TSM) stake by 3.2% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,090 shares worth $928K. The position accounts for 0.18% of the portfolio, ranked #129.

Castle Rock Wealth Management first reported a position in TSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q3 2024. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Castle Rock Wealth Management held 2,090 shares of TSMC worth $928K as of Q2 2026.
Castle Rock Wealth Management bought 65 TSMC shares in Q2 2026, an estimated $26.4K.
TSMC made up 0.18% of Castle Rock Wealth Management's portfolio in Q2 2026, its #129 holding.
Castle Rock Wealth Management first reported a position in TSMC in Q3 2024 and has held it in 8 quarters since.
Castle Rock Wealth Management's TSMC position peaked at $1.26M in Q3 2024.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.