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Concurrent Investment Advisors’s TSMC TSM Stock Holding History

Concurrent Investment 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 		$13.1M Sell
38,683
-6,908
-15% -$2.38M 0.14% 158
2025
Q4 		$13.9M Buy
45,591
+16,668
+58% +$4.89M 0.16% 136
2025
Q3 		$8.08M Buy
28,923
+3,775
+15% +$923K 0.14% 152
2025
Q2 		$5.7M Buy
25,148
+5,996
+31% +$1.11M 0.11% 199
2025
Q1 		$3.18M Buy
19,152
+3,724
+24% +$724K 0.08% 266
2024
Q4 		$3.05M Buy
15,428
+1,030
+7% +$199K 0.08% 244
2024
Q3 		$2.5M Buy
14,398
+1,703
+13% +$290K 0.07% 253
2024
Q2 		$2.21M Buy
12,695
+1,296
+11% +$197K 0.07% 249
2024
Q1 		$1.55M Buy
11,399
+8,712
+324% +$1.08M 0.06% 286
2023
Q4 		$279K Buy
+2,687
New +$256K 0.01% 675

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

Concurrent Investment Advisors's TSM Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its TSMC (TSM) stake by 15% in Q1 2026, selling an estimated $2.38M and leaving 38,683 shares worth $13.1M. The position accounts for 0.14% of the portfolio, ranked #158.

Concurrent Investment Advisors first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.9M in Q4 2025. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Concurrent Investment Advisors held 38,683 shares of TSMC worth $13.1M as of Q1 2026.
  • Concurrent Investment Advisors sold 6,908 TSMC shares in Q1 2026, an estimated $2.38M.
  • TSMC made up 0.14% of Concurrent Investment Advisors's portfolio in Q1 2026, its #158 holding.
  • Concurrent Investment Advisors first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's TSMC position peaked at $13.9M in Q4 2025.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.