EWM
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Evergreen Wealth Management’s TSMC TSM Stock Holding History

Evergreen 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
Q2 		$7.83M Sell
16,404
-1,646
-9% -$668K 3.67% 9
2026
Q1 		$6.1M Sell
18,050
-6,416
-26% -$2.21M 3.15% 12
2025
Q4 		$7.43M Buy
24,466
+447
+2% +$131K 3.74% 9
2025
Q3 		$6.71M Sell
24,019
-2,703
-10% -$661K 3.52% 8
2025
Q2 		$6.05M Sell
26,722
-1,263
-5% -$234K 3.39% 12
2025
Q1 		$4.65M Buy
27,985
+1,083
+4% +$210K 2.77% 12
2024
Q4 		$5.31M Buy
26,902
+525
+2% +$102K 3.14% 12
2024
Q3 		$4.58M Buy
26,377
+6,754
+34% +$1.15M 2.76% 12
2024
Q2 		$3.41M Hold
19,623
– – 2.26% 17
2024
Q1 		$2.67M Hold
19,623
– – 1.81% 19
2023
Q4 		$2.04M Buy
19,623
+460
+2% +$43.9K 1.5% 25
2023
Q3 		$1.67M Buy
19,163
+250
+1% +$23.6K 1.32% 26
2023
Q2 		$1.91M Buy
18,913
+2,236
+13% +$208K 1.5% 24
2023
Q1 		$1.55M Buy
16,677
+188
+1% +$16.9K 1.38% 29
2022
Q4 		$1.23M Buy
+16,489
New +$1.19M 1.13% 34

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

Evergreen Wealth Management's TSM Position: Q2 2026 in Review

Evergreen Wealth Management reduced its TSMC (TSM) stake by 9.1% in Q2 2026, selling an estimated $668K and leaving 16,404 shares worth $7.83M. The position accounts for 3.67% of the portfolio, ranked #9.

Evergreen Wealth Management first reported a position in TSM in Q4 2022 and has held it in 15 quarters since. 3,578 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Evergreen Wealth Management held 16,404 shares of TSMC worth $7.83M as of Q2 2026.
  • Evergreen Wealth Management sold 1,646 TSMC shares in Q2 2026, an estimated $668K.
  • TSMC made up 3.67% of Evergreen Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Evergreen Wealth Management first reported a position in TSMC in Q4 2022 and has held it in 15 quarters since.
  • 3,578 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.