Concord Wealth Partners’s TSMC TSM Stock Holding History

Concord Wealth Partners’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	$305K	Sell	639 -12	-2%	-$4.87K	0.04%	183
2026 Q1	$220K	Sell	651 -9	-1%	-$3.1K	0.03%	197
2025 Q4	$201K	Sell	660 -2	-0.3%	-$587	0.03%	193
2025 Q3	$185K	Sell	662 -43	-6%	-$10.5K	0.03%	199
2025 Q2	$160K	Buy	705 +11	+2%	+$2.04K	0.02%	222
2025 Q1	$115K	Buy	694 +35	+5%	+$6.8K	0.02%	229
2024 Q4	$130K	Sell	659 -58	-8%	-$11.2K	0.02%	229
2024 Q3	$125K	Buy	717 +365	+104%	+$62.2K	0.02%	245
2024 Q2	$61.2K	Buy	352 +6	+2%	+$910	0.01%	287
2024 Q1	$47.1K	Buy	346 +216	+166%	+$26.8K	0.01%	360
2023 Q4	$13.5K	Sell	130 -441	-77%	-$42.1K	﹤0.01%	531
2023 Q3	$49.6K	Sell	571 -23	-4%	-$2.17K	0.01%	379
2023 Q2	$59.9K	Hold	594	–	–	0.01%	338
2023 Q1	$55.3K	Sell	594 -23	-4%	-$2.06K	0.02%	329
2022 Q4	$46K	Buy	+617	New	+$44.6K	0.01%	391
2022 Q3	–	Sell	-1,131	Closed	-$92K	–	1068
2022 Q2	$92K	Sell	1,131 -943	-45%	-$87.2K	0.03%	274
2022 Q1	$216K	Sell	2,074 -29	-1%	-$3.39K	0.06%	170
2021 Q4	$253K	Buy	2,103 +1,268	+152%	+$149K	0.06%	156
2021 Q3	$93K	Sell	835 -1,052	-56%	-$124K	0.04%	146
2021 Q2	$227K	Sell	1,887 -94	-5%	-$11K	0.07%	126
2021 Q1	$234K	Buy	1,981 +1,520	+330%	+$188K	0.08%	111
2020 Q4	$50K	Buy	+461	New	+$43.7K	0.04%	207

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

Concord Wealth Partners's TSM Position: Q2 2026 in Review

Concord Wealth Partners reduced its TSMC (TSM) stake by 1.8% in Q2 2026, selling an estimated $4.87K and leaving 639 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #183.

Concord Wealth Partners first reported a position in TSM in Q4 2020 and has held it in 22 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Concord Wealth Partners held 639 shares of TSMC worth $305K as of Q2 2026.
Concord Wealth Partners sold 12 TSMC shares in Q2 2026, an estimated $4.87K.
TSMC made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #183 holding.
Concord Wealth Partners first reported a position in TSMC in Q4 2020 and has held it in 22 quarters since.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.