Dougherty Wealth Advisers’s TSMC TSM Stock Holding History

Dougherty Wealth Advisers’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	$433K	Hold	1,282	–	–	0.27%	30
2025 Q4	$390K	Hold	1,282	–	–	0.22%	34
2025 Q3	$358K	Hold	1,282	–	–	0.23%	27
2025 Q2	$290K	Hold	1,282	–	–	0.19%	30
2025 Q1	$213K	Hold	1,282	–	–	0.16%	36
2024 Q4	$253K	Hold	1,282	–	–	0.2%	32
2024 Q3	$223K	Hold	1,282	–	–	0.18%	35
2024 Q2	$223K	Hold	1,282	–	–	0.19%	30
2024 Q1	$174K	Hold	1,282	–	–	0.15%	40
2023 Q4	$133K	Hold	1,282	–	–	0.12%	49
2023 Q3	$111K	Hold	1,282	–	–	0.13%	48
2023 Q2	$129K	Hold	1,282	–	–	0.18%	47
2023 Q1	$119K	Hold	1,282	–	–	0.18%	46
2022 Q4	$95.5K	Hold	1,282	–	–	0.16%	61
2022 Q3	$88K	Hold	1,282	–	–	0.17%	59
2022 Q2	$105K	Hold	1,282	–	–	0.2%	54
2022 Q1	$134K	Hold	1,282	–	–	0.2%	50
2021 Q4	$154K	Hold	1,282	–	–	0.22%	48
2021 Q3	$143K	Hold	1,282	–	–	0.21%	47
2021 Q2	$154K	Hold	1,282	–	–	0.23%	44
2021 Q1	$152K	Hold	1,282	–	–	0.23%	43
2020 Q4	$140K	Hold	1,282	–	–	0.22%	44
2020 Q3	$104K	Hold	1,282	–	–	0.36%	54
2020 Q2	$73K	Hold	1,282	–	–	0.27%	73
2020 Q1	$61K	Hold	1,282	–	–	0.24%	78
2019 Q4	$74K	Hold	1,282	–	–	0.23%	80
2019 Q3	$60K	Hold	1,282	–	–	0.2%	91
2019 Q2	$50K	Hold	1,282	–	–	0.14%	118
2019 Q1	$53K	Hold	1,282	–	–	0.18%	100
2018 Q4	$49K	Buy	+1,282	New	+$48.8K	0.16%	103

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dougherty Wealth Advisers's TSM Position: Q1 2026 in Review

Dougherty Wealth Advisers held its TSMC (TSM) position steady in Q1 2026 at 1,282 shares worth $433K. The position accounts for 0.27% of the portfolio, ranked #30.

Dougherty Wealth Advisers first reported a position in TSM in Q4 2018 and has held it in 30 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Dougherty Wealth Advisers held 1,282 shares of TSMC worth $433K as of Q1 2026.
Dougherty Wealth Advisers left its TSMC share count unchanged in Q1 2026.
TSMC made up 0.27% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #30 holding.
Dougherty Wealth Advisers first reported a position in TSMC in Q4 2018 and has held it in 30 quarters since.
3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.