CWM
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Compass Wealth Management’s TSMC TSM Stock Holding History

Compass 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 		$12M Sell
25,209
-1,372
-5% -$557K 2.28% 8
2026
Q1 		$8.98M Sell
26,581
-1,560
-6% -$537K 2.22% 10
2025
Q4 		$8.55M Sell
28,141
-560
-2% -$164K 2.13% 10
2025
Q3 		$8.02M Sell
28,701
-457
-2% -$112K 1.79% 13
2025
Q2 		$6.6M Sell
29,158
-751
-3% -$139K 1.57% 13
2025
Q1 		$4.96M Sell
29,909
-346
-1% -$67.2K 1.27% 26
2024
Q4 		$5.98M Sell
30,255
-695
-2% -$135K 1.44% 17
2024
Q3 		$5.38M Sell
30,950
-3,867
-11% -$659K 1.27% 27
2024
Q2 		$6.05M Sell
34,817
-140
-0.4% -$21.2K 1.49% 14
2024
Q1 		$4.76M Sell
34,957
-330
-0.9% -$41K 1.19% 30
2023
Q4 		$3.67M Sell
35,287
-203
-0.6% -$19.4K 1.02% 35
2023
Q3 		$3.08M Sell
35,490
-550
-2% -$52K 0.97% 35
2023
Q2 		$3.64M Sell
36,040
-110
-0.3% -$10.2K 1.1% 33
2023
Q1 		$3.36M Sell
36,150
-1,299
-3% -$117K 1.07% 34
2022
Q4 		$2.79M Buy
+37,449
New +$2.71M 0.91% 38

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

Compass Wealth Management's TSM Position: Q2 2026 in Review

Compass Wealth Management reduced its TSMC (TSM) stake by 5.2% in Q2 2026, selling an estimated $557K and leaving 25,209 shares worth $12M. The position accounts for 2.28% of the portfolio, ranked #8.

Compass Wealth Management first reported a position in TSM in Q4 2022 and has held it in 15 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Compass Wealth Management held 25,209 shares of TSMC worth $12M as of Q2 2026.
  • Compass Wealth Management sold 1,372 TSMC shares in Q2 2026, an estimated $557K.
  • TSMC made up 2.28% of Compass Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Compass Wealth Management first reported a position in TSMC in Q4 2022 and has held it in 15 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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