IWA
TSM icon

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
Q2 		$18M Buy
37,777
+1,054
+3% +$428K 1.41% 17
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 $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

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

IBEX Wealth Advisors increased its TSMC (TSM) stake by 2.9% in Q2 2026, buying an estimated $428K and bringing the position to 37,777 shares worth $18M. The position accounts for 1.41% of the portfolio, ranked #17.

IBEX Wealth Advisors first reported a position in TSM in Q4 2016 and has held it in 13 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • IBEX Wealth Advisors held 37,777 shares of TSMC worth $18M as of Q2 2026.
  • IBEX Wealth Advisors bought 1,054 TSMC shares in Q2 2026, an estimated $428K.
  • TSMC made up 1.41% of IBEX Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • IBEX Wealth Advisors first reported a position in TSMC in Q4 2016 and has held it in 13 quarters since.
  • 3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.