LBWM
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Left Brain Wealth Management’s TSMC TSM Stock Holding History

Left Brain 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
Q1 		$15.6M Buy
46,273
+615
+1% +$212K 6.14% 2
2025
Q4 		$13.9M Buy
45,658
+847
+2% +$249K 4.8% 4
2025
Q3 		$12.5M Sell
44,811
-76
-0.2% -$18.6K 3.93% 6
2025
Q2 		$10.2M Buy
44,887
+4,667
+12% +$865K 3.58% 6
2025
Q1 		$6.68M Buy
40,220
+21,388
+114% +$4.16M 2.91% 7
2024
Q4 		$3.72M Sell
18,832
-582
-3% -$113K 1.4% 25
2024
Q3 		$3.37M Sell
19,414
-30
-0.2% -$5.11K 1.57% 26
2024
Q2 		$3.38M Buy
19,444
+493
+3% +$74.8K 1.58% 26
2024
Q1 		$2.58M Sell
18,951
-691
-4% -$85.8K 1.25% 30
2023
Q4 		$2.04M Sell
19,642
-1,047
-5% -$99.8K 1.18% 34
2023
Q3 		$1.8M Sell
20,689
-1,024
-5% -$96.8K 1.12% 33
2023
Q2 		$2.19M Buy
21,713
+1,749
+9% +$163K 1.34% 27
2023
Q1 		$1.68M Buy
+19,964
New +$1.79M 1.14% 32

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

Left Brain Wealth Management's TSM Position: Q1 2026 in Review

Left Brain Wealth Management increased its TSMC (TSM) stake by 1.3% in Q1 2026, buying an estimated $212K and bringing the position to 46,273 shares worth $15.6M. The position accounts for 6.14% of the portfolio, ranked #2.

Left Brain Wealth Management first reported a position in TSM in Q1 2023 and has held it in 13 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Left Brain Wealth Management held 46,273 shares of TSMC worth $15.6M as of Q1 2026.
  • Left Brain Wealth Management bought 615 TSMC shares in Q1 2026, an estimated $212K.
  • TSMC made up 6.14% of Left Brain Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Left Brain Wealth Management first reported a position in TSMC in Q1 2023 and has held it in 13 quarters since.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.