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IBEX Wealth Advisors’s TSMC TSM Stock Holding History

IBEX 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
Q1 		$12.4M Buy
36,723
+3,593
+11% +$1.24M 1.16% 24
2025
Q4 		$10.1M Buy
33,130
+2,287
+7% +$671K 0.99% 26
2025
Q3 		$8.61M Buy
30,843
+1,520
+5% +$372K 0.83% 29
2025
Q2 		$6.64M Buy
29,323
+5,972
+26% +$1.11M 0.71% 51
2025
Q1 		$3.88M Buy
+23,351
New +$4.54M 0.51% 65
2024
Q3 		– Sell
-100
Closed -$17.4K – 259
2024
Q2 		$17.4K Buy
+100
New +$15.2K ﹤0.01% 203
2022
Q1 		– Sell
-39,074
Closed -$4.7M – 202
2021
Q4 		$4.7M Buy
39,074
+482
+1% +$56.5K 0.83% 39
2021
Q3 		$4.31M Buy
38,592
+1,551
+4% +$182K 0.83% 45
2021
Q2 		$4.45M Buy
37,041
+227
+0.6% +$26.6K 0.89% 42
2021
Q1 		$4.35M Buy
36,814
+1,890
+5% +$234K 1.07% 40
2020
Q4 		$3.81M Buy
+34,924
New +$3.31M 0.99% 44
2017
Q1 		– Sell
-110
Closed -$3K – 358
2016
Q4 		$3K Buy
+110
New +$3.31K ﹤0.01% 422

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

IBEX Wealth Advisors's TSM Position: Q1 2026 in Review

IBEX Wealth Advisors increased its TSMC (TSM) stake by 11% in Q1 2026, buying an estimated $1.24M and bringing the position to 36,723 shares worth $12.4M. The position accounts for 1.16% of the portfolio, ranked #24.

IBEX Wealth Advisors first reported a position in TSM in Q4 2016 and has held it in 12 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • IBEX Wealth Advisors held 36,723 shares of TSMC worth $12.4M as of Q1 2026.
  • IBEX Wealth Advisors bought 3,593 TSMC shares in Q1 2026, an estimated $1.24M.
  • TSMC made up 1.16% of IBEX Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • IBEX Wealth Advisors first reported a position in TSMC in Q4 2016 and has held it in 12 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.