Jackson Wealth Management’s TSMC TSM Stock Holding History

Jackson 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	$2.39M	Sell	5,006 -45,819	-90%	-$18.6M	1.41%	13
2026 Q1	$17.2M	Buy	50,825 +14,541	+40%	+$5M	1.77%	15
2025 Q4	$11M	Buy	36,284 +747	+2%	+$219K	1.07%	24
2025 Q3	$9.93M	Buy	35,537 +11,455	+48%	+$2.8M	0.99%	31
2025 Q2	$5.45M	Buy	24,082 +786	+3%	+$146K	0.59%	41
2025 Q1	$3.87M	Buy	+23,296	New	+$4.53M	0.47%	54
2022 Q4	–	Sell	-55,860	Closed	-$3.83M	–	101
2022 Q3	$3.83M	Buy	55,860 +45,171	+423%	+$3.73M	0.75%	37
2022 Q2	$874K	Sell	10,689 -17,000	-61%	-$1.57M	0.4%	57
2022 Q1	$2.89M	Sell	27,689 -3,975	-13%	-$465K	0.4%	64
2021 Q4	$3.81M	Buy	31,664 +974	+3%	+$114K	0.48%	61
2021 Q3	$32K	Sell	30,690 -39,181	-56%	-$4.6M	0.39%	49
2021 Q2	$8.4M	Buy	69,871 +44,871	+179%	+$5.26M	1.06%	26
2021 Q1	$2.96M	Sell	25,000 -35,000	-58%	-$4.34M	0.44%	62
2020 Q4	$6.54M	Sell	60,000 -10,000	-14%	-$948K	0.89%	29
2020 Q3	$5.67M	Sell	70,000 -5,000	-7%	-$380K	0.85%	31
2020 Q2	$4.26M	Buy	+75,000	New	+$3.95M	0.76%	31

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

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

Jackson Wealth Management reduced its TSMC (TSM) stake by 90% in Q2 2026, selling an estimated $18.6M and leaving 5,006 shares worth $2.39M. The position accounts for 1.41% of the portfolio, ranked #13.

Jackson Wealth Management first reported a position in TSM in Q2 2020 and has held it in 16 quarters since. The position peaked at $17.2M in Q1 2026. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Jackson Wealth Management held 5,006 shares of TSMC worth $2.39M as of Q2 2026.
Jackson Wealth Management sold 45,819 TSMC shares in Q2 2026, an estimated $18.6M.
TSMC made up 1.41% of Jackson Wealth Management's portfolio in Q2 2026, its #13 holding.
Jackson Wealth Management first reported a position in TSMC in Q2 2020 and has held it in 16 quarters since.
Jackson Wealth Management's TSMC position peaked at $17.2M in Q1 2026.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.