PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s TSMC TSM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$87.2K	Buy	182 +100	+122%	+$40.6K	0.02%	265
2026 Q1	$27.9K	Buy	82 +6	+8%	+$2.06K	0.01%	350
2025 Q4	$23.3K	Buy	76 +6	+9%	+$1.76K	0.01%	366
2025 Q3	$19.7K	Hold	70	–	–	0.01%	360
2025 Q2	$16K	Sell	70 -5	-7%	-$926	0.01%	340
2025 Q1	$12.5K	Sell	75 -5	-6%	-$972	﹤0.01%	351
2024 Q4	$15.9K	Buy	80 +20	+33%	+$3.87K	0.01%	345
2024 Q3	$10.4K	Hold	60	–	–	0.01%	296
2024 Q2	$10.4K	Buy	+60	New	+$9.1K	0.01%	281

Other funds holding TSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TSM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its TSMC (TSM) stake by 122% in Q2 2026, buying an estimated $40.6K and bringing the position to 182 shares worth $87.2K. The position accounts for 0.02% of the portfolio, ranked #265.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 2,179 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 182 shares of TSMC worth $87.2K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 100 TSMC shares in Q2 2026, an estimated $40.6K.
TSMC made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #265 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
2,179 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.