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CM Wealth Advisors’s TSMC TSM Stock Holding History

CM Wealth 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
Q1 		$648K Hold
1,912
– – 0.14% 65
2025
Q4 		$583K Sell
1,912
-46
-2% -$13.5K 0.13% 69
2025
Q3 		$548K Buy
1,958
+46
+2% +$11.2K 0.14% 52
2025
Q2 		$435K Hold
1,912
– – 0.13% 58
2025
Q1 		$319K Hold
1,912
– – 0.1% 67
2024
Q4 		$379K Hold
1,912
– – 0.12% 59
2024
Q3 		$333K Buy
1,912
+92
+5% +$15.7K 0.11% 68
2024
Q2 		$317K Hold
1,820
– – 0.15% 58
2024
Q1 		$257K Buy
+1,820
New +$226K 0.07% 148

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

CM Wealth Advisors's TSM Position: Q1 2026 in Review

CM Wealth Advisors held its TSMC (TSM) position steady in Q1 2026 at 1,912 shares worth $648K. The position accounts for 0.14% of the portfolio, ranked #65.

CM Wealth Advisors first reported a position in TSM in Q1 2024 and has held it in 9 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • CM Wealth Advisors held 1,912 shares of TSMC worth $648K as of Q1 2026.
  • CM Wealth Advisors left its TSMC share count unchanged in Q1 2026.
  • TSMC made up 0.14% of CM Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • CM Wealth Advisors first reported a position in TSMC in Q1 2024 and has held it in 9 quarters since.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.