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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
Q2 		$915K Hold
1,912
– – 0.17% 56
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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CM Wealth Advisors's TSM Position: Q2 2026 in Review

CM Wealth Advisors held its TSMC (TSM) position steady in Q2 2026 at 1,912 shares worth $915K. The position accounts for 0.17% of the portfolio, ranked #56.

CM Wealth Advisors first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • CM Wealth Advisors held 1,912 shares of TSMC worth $915K as of Q2 2026.
  • CM Wealth Advisors left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 0.17% of CM Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • CM Wealth Advisors first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.