CWM
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Copia Wealth Management’s TSMC TSM Stock Holding History

Copia 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
Q1 		$30.1K Hold
89
– – 0.02% 243
2025
Q4 		$27K Buy
89
+24
+37% +$7.04K 0.02% 251
2025
Q3 		$18.2K Buy
65
+25
+63% +$6.11K 0.01% 269
2025
Q2 		$9.06K Hold
40
– – 0.01% 299
2025
Q1 		$6.64K Hold
40
– – 0.01% 315
2024
Q4 		$7.9K Buy
+40
New +$7.74K 0.01% 281

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

Copia Wealth Management's TSM Position: Q1 2026 in Review

Copia Wealth Management held its TSMC (TSM) position steady in Q1 2026 at 89 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #243.

Copia Wealth Management first reported a position in TSM in Q4 2024 and has held it in 6 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Copia Wealth Management held 89 shares of TSMC worth $30.1K as of Q1 2026.
  • Copia Wealth Management left its TSMC share count unchanged in Q1 2026.
  • TSMC made up 0.02% of Copia Wealth Management's portfolio in Q1 2026, its #243 holding.
  • Copia Wealth Management first reported a position in TSMC in Q4 2024 and has held it in 6 quarters since.
  • 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.