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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
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
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

Concord Wealth Partners's TSM Position: Q1 2026 in Review

Concord Wealth Partners reduced its TSMC (TSM) stake by 1.4% in Q1 2026, selling an estimated $3.1K and leaving 651 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #197.

Concord Wealth Partners first reported a position in TSM in Q4 2020 and has held it in 21 quarters since. The position peaked at $253K in Q4 2021. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Concord Wealth Partners held 651 shares of TSMC worth $220K as of Q1 2026.
  • Concord Wealth Partners sold 9 TSMC shares in Q1 2026, an estimated $3.1K.
  • TSMC made up 0.03% of Concord Wealth Partners's portfolio in Q1 2026, its #197 holding.
  • Concord Wealth Partners first reported a position in TSMC in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's TSMC position peaked at $253K in Q4 2021.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.