Institute for Wealth Management’s TSMC TSM Stock Holding History

Institute for 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	$492K	Buy	1,029 +355	+53%	+$144K	0.04%	329
2026 Q1	$228K	Buy	+674	New	+$232K	0.02%	495
2022 Q2	–	Sell	-2,755	Closed	-$287K	–	558
2022 Q1	$287K	Buy	2,755 +15	+0.5%	+$1.75K	0.05%	436
2021 Q4	$330K	Hold	2,740	–	–	0.05%	357
2021 Q3	$306K	Sell	2,740 -131	-5%	-$15.4K	0.05%	371
2021 Q2	$345K	Buy	2,871 +664	+30%	+$77.8K	0.06%	338
2021 Q1	$261K	Buy	+2,207	New	+$273K	0.05%	388

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's TSM Position: Q2 2026 in Review

Institute for Wealth Management increased its TSMC (TSM) stake by 53% in Q2 2026, buying an estimated $144K and bringing the position to 1,029 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #329.

Institute for Wealth Management first reported a position in TSM in Q1 2021 and has held it in 7 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Institute for Wealth Management held 1,029 shares of TSMC worth $492K as of Q2 2026.
Institute for Wealth Management bought 355 TSMC shares in Q2 2026, an estimated $144K.
TSMC made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #329 holding.
Institute for Wealth Management first reported a position in TSMC in Q1 2021 and has held it in 7 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.