JWM
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Jeppson Wealth Management’s TSMC TSM Stock Holding History

Jeppson 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 		$613K Sell
1,283
-90
-7% -$36.5K 0.18% 117
2026
Q1 		$464K Sell
1,373
-64
-4% -$22K 0.15% 130
2025
Q4 		$437K Buy
1,437
+18
+1% +$5.28K 0.14% 135
2025
Q3 		$396K Buy
1,419
+86
+6% +$21K 0.13% 146
2025
Q2 		$302K Sell
1,333
-495
-27% -$91.7K 0.1% 168
2025
Q1 		$303K Buy
1,828
+506
+38% +$98.3K 0.11% 155
2024
Q4 		$261K Sell
1,322
-70
-5% -$13.5K 0.09% 165
2024
Q3 		$242K Buy
1,392
+30
+2% +$5.11K 0.09% 174
2024
Q2 		$237K Sell
1,362
-122
-8% -$18.5K 0.09% 173
2024
Q1 		$202K Buy
+1,484
New +$184K 0.08% 197
2022
Q4 		– Sell
-6,433
Closed -$441K – 212
2022
Q3 		$441K Buy
6,433
+780
+14% +$64.5K 0.2% 108
2022
Q2 		$462K Buy
+5,653
New +$523K 0.2% 104
2020
Q4 		– Sell
-200
Closed -$16K – 421
2020
Q3 		$16K Buy
+200
New +$15.2K 0.01% 353

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

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

Jeppson Wealth Management reduced its TSMC (TSM) stake by 6.6% in Q2 2026, selling an estimated $36.5K and leaving 1,283 shares worth $613K. The position accounts for 0.18% of the portfolio, ranked #117.

Jeppson Wealth Management first reported a position in TSM in Q3 2020 and has held it in 13 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Jeppson Wealth Management held 1,283 shares of TSMC worth $613K as of Q2 2026.
  • Jeppson Wealth Management sold 90 TSMC shares in Q2 2026, an estimated $36.5K.
  • TSMC made up 0.18% of Jeppson Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Jeppson Wealth Management first reported a position in TSMC in Q3 2020 and has held it in 13 quarters since.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.