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Crestwood Advisors Group’s TSMC TSM Stock Holding History

Crestwood Advisors Group’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 		$3.1M Buy
9,160
+1,124
+14% +$387K 0.05% 188
2025
Q4 		$2.44M Buy
8,036
+1,201
+18% +$352K 0.04% 198
2025
Q3 		$1.91M Buy
6,835
+95
+1% +$23.2K 0.03% 217
2025
Q2 		$1.53M Buy
6,740
+1,137
+20% +$211K 0.03% 234
2025
Q1 		$930K Buy
5,603
+795
+17% +$154K 0.02% 285
2024
Q4 		$950K Buy
4,808
+1,519
+46% +$294K 0.02% 247
2024
Q3 		$571K Buy
3,289
+745
+29% +$127K 0.01% 281
2024
Q2 		$442K Buy
2,544
+29
+1% +$4.4K 0.01% 296
2024
Q1 		$342K Buy
2,515
+206
+9% +$25.6K 0.01% 329
2023
Q4 		$240K Sell
2,309
-320
-12% -$30.5K 0.01% 357
2023
Q3 		$228K Buy
2,629
+283
+12% +$26.8K 0.01% 326
2023
Q2 		$237K Buy
+2,346
New +$218K 0.01% 230
2022
Q2 		– Sell
-2,083
Closed -$217K – 294
2022
Q1 		$217K Hold
2,083
– – 0.01% 265
2021
Q4 		$251K Buy
+2,083
New +$244K 0.01% 265

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

Crestwood Advisors Group's TSM Position: Q1 2026 in Review

Crestwood Advisors Group increased its TSMC (TSM) stake by 14% in Q1 2026, buying an estimated $387K and bringing the position to 9,160 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #188.

Crestwood Advisors Group first reported a position in TSM in Q4 2021 and has held it in 14 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Crestwood Advisors Group held 9,160 shares of TSMC worth $3.1M as of Q1 2026.
  • Crestwood Advisors Group bought 1,124 TSMC shares in Q1 2026, an estimated $387K.
  • TSMC made up 0.05% of Crestwood Advisors Group's portfolio in Q1 2026, its #188 holding.
  • Crestwood Advisors Group first reported a position in TSMC in Q4 2021 and has held it in 14 quarters since.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.