EWA
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EP Wealth Advisors’s TSMC TSM Stock Holding History

EP Wealth 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
Q2 		$21.9M Buy
45,941
+12,699
+38% +$5.15M 0.08% 167
2026
Q1 		$11.2M Sell
33,242
-10,688
-24% -$3.68M 0.06% 204
2025
Q4 		$13.3M Buy
+43,930
New +$12.9M 0.07% 166
2025
Q2 		$6.26M Buy
27,623
+5,917
+27% +$1.1M 0.04% 235
2025
Q1 		$3.6M Buy
21,706
+375
+2% +$72.9K 0.03% 264
2024
Q4 		$4.21M Sell
21,331
-4,281
-17% -$829K 0.03% 239
2024
Q3 		$4.45M Buy
25,612
+4,113
+19% +$701K 0.04% 232
2024
Q2 		$3.74M Buy
21,499
+6,988
+48% +$1.06M 0.04% 206
2024
Q1 		$1.97M Buy
14,511
+794
+6% +$98.6K 0.02% 265
2023
Q4 		$1.43M Buy
13,717
+603
+5% +$57.5K 0.02% 308
2023
Q3 		$1.14M Sell
13,114
-152,724
-92% -$14.4M 0.02% 305
2023
Q2 		$1.09M Buy
165,838
+127,913
+337% +$11.9M 0.02% 315
2023
Q1 		$7.87M Buy
37,925
+30,466
+408% +$2.73M 0.14% 105
2022
Q4 		$556K Buy
+7,459
New +$540K 0.01% 361
2022
Q3 		– Sell
-12,145
Closed -$993K – 622
2022
Q2 		$993K Buy
12,145
+6,923
+133% +$640K 0.02% 261
2022
Q1 		$544K Buy
5,222
+1,699
+48% +$199K 0.01% 366
2021
Q4 		$424K Buy
3,523
+238
+7% +$27.9K 0.01% 389
2021
Q3 		$367K Sell
3,285
-326
-9% -$38.3K 0.01% 388
2021
Q2 		$434K Buy
3,611
+570
+19% +$66.8K 0.01% 362
2021
Q1 		$360K Buy
3,041
+939
+45% +$116K 0.01% 375
2020
Q4 		$229K Buy
+2,102
New +$199K 0.01% 388
2019
Q4 		– Sell
-4,697
Closed -$218K – 436
2019
Q3 		$218K Buy
+4,697
New +$200K 0.01% 332

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's TSM Position: Q2 2026 in Review

EP Wealth Advisors increased its TSMC (TSM) stake by 38% in Q2 2026, buying an estimated $5.15M and bringing the position to 45,941 shares worth $21.9M. The position accounts for 0.08% of the portfolio, ranked #167.

EP Wealth Advisors first reported a position in TSM in Q3 2019 and has held it in 22 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • EP Wealth Advisors held 45,941 shares of TSMC worth $21.9M as of Q2 2026.
  • EP Wealth Advisors bought 12,699 TSMC shares in Q2 2026, an estimated $5.15M.
  • TSMC made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • EP Wealth Advisors first reported a position in TSMC in Q3 2019 and has held it in 22 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.