CWM
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Circle Wealth Management’s TSMC TSM Stock Holding History

Circle 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
Q1 		$3.3M Sell
9,759
-6,659
-41% -$2.29M 0.05% 62
2025
Q4 		$4.99M Sell
16,418
-870
-5% -$255K 0.08% 48
2025
Q3 		$4.83M Buy
17,288
+1,170
+7% +$286K 0.09% 47
2025
Q2 		$3.65M Sell
16,118
-305
-2% -$56.5K 0.08% 60
2025
Q1 		$2.73M Sell
16,423
-2,515
-13% -$489K 0.06% 61
2024
Q4 		$3.74M Sell
18,938
-1,249
-6% -$242K 0.08% 56
2024
Q3 		$3.51M Buy
20,187
+5,992
+42% +$1.02M 0.08% 56
2024
Q2 		$2.47M Buy
14,195
+9,170
+182% +$1.39M 0.06% 62
2024
Q1 		$684K Buy
5,025
+516
+11% +$64.1K 0.02% 126
2023
Q4 		$469K Buy
+4,509
New +$430K 0.01% 140
2021
Q1 		– Sell
-3,818
Closed -$416K – 219
2020
Q4 		$416K Buy
3,818
+148
+4% +$14K 0.06% 161
2020
Q3 		$298K Hold
3,670
– – 0.05% 156
2020
Q2 		$208K Buy
+3,670
New +$193K 0.04% 192
2020
Q1 		– Sell
-4,288
Closed -$249K – 215
2019
Q4 		$249K Buy
+4,288
New +$227K 0.04% 156

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

Circle Wealth Management's TSM Position: Q1 2026 in Review

Circle Wealth Management reduced its TSMC (TSM) stake by 41% in Q1 2026, selling an estimated $2.29M and leaving 9,759 shares worth $3.3M. The position accounts for 0.05% of the portfolio, ranked #62.

Circle Wealth Management first reported a position in TSM in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.99M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Circle Wealth Management held 9,759 shares of TSMC worth $3.3M as of Q1 2026.
  • Circle Wealth Management sold 6,659 TSMC shares in Q1 2026, an estimated $2.29M.
  • TSMC made up 0.05% of Circle Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Circle Wealth Management first reported a position in TSMC in Q4 2019 and has held it in 14 quarters since.
  • Circle Wealth Management's TSMC position peaked at $4.99M in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.