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Congress Wealth Management’s TSMC TSM Stock Holding History

Congress 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
2025
Q2 		$5.91M Buy
26,095
+1,748
+7% +$324K 0.06% 357
2025
Q1 		$4.06M Buy
24,347
+224
+0.9% +$43.5K 0.05% 359
2024
Q4 		$4.76M Buy
24,123
+1,039
+5% +$201K 0.07% 289
2024
Q3 		$4.01M Sell
23,084
-780
-3% -$133K 0.05% 327
2024
Q2 		$4.15M Sell
23,864
-204
-0.8% -$30.9K 0.07% 271
2024
Q1 		$3.27M Sell
24,068
-6,514
-21% -$809K 0.06% 267
2023
Q4 		$3.18M Sell
30,582
-323
-1% -$30.8K 0.06% 265
2023
Q3 		$2.69M Buy
30,905
+671
+2% +$63.5K 0.06% 273
2023
Q2 		$3.05M Sell
30,234
-303
-1% -$28.2K 0.07% 231
2023
Q1 		$2.84M Buy
30,537
+9,224
+43% +$828K 0.07% 240
2022
Q4 		$1.59M Sell
21,313
-9,134
-30% -$661K 0.04% 286
2022
Q3 		$2.09M Buy
30,447
+199
+0.7% +$16.4K 0.06% 268
2022
Q2 		$2.47M Sell
30,248
-174
-0.6% -$16.1K 0.06% 259
2022
Q1 		$3.17M Buy
30,422
+2,480
+9% +$290K 0.07% 263
2021
Q4 		$3.36M Buy
+27,942
New +$3.27M 0.07% 266

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's TSM Position: Q2 2025 in Review

Congress Wealth Management increased its TSMC (TSM) stake by 7.2% in Q2 2025, buying an estimated $324K and bringing the position to 26,095 shares worth $5.91M. The position accounts for 0.06% of the portfolio, ranked #357.

Congress Wealth Management first reported a position in TSM in Q4 2021 and has held it in 15 quarters since. 2,644 funds tracked by Wall St. Rank hold TSM as of Q2 2025.

  • Congress Wealth Management held 26,095 shares of TSMC worth $5.91M as of Q2 2025.
  • Congress Wealth Management bought 1,748 TSMC shares in Q2 2025, an estimated $324K.
  • TSMC made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #357 holding.
  • Congress Wealth Management first reported a position in TSMC in Q4 2021 and has held it in 15 quarters since.
  • 2,644 funds tracked by Wall St. Rank held TSMC as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.