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
Q2 		$22M Sell
46,062
-211
-0.5% -$85.6K 6.63% 2
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 $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

Left Brain Wealth Management's TSM Position: Q2 2026 in Review

Left Brain Wealth Management reduced its TSMC (TSM) stake by 0.46% in Q2 2026, selling an estimated $85.6K and leaving 46,062 shares worth $22M. The position accounts for 6.63% of the portfolio, ranked #2.

Left Brain Wealth Management first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Left Brain Wealth Management held 46,062 shares of TSMC worth $22M as of Q2 2026.
  • Left Brain Wealth Management sold 211 TSMC shares in Q2 2026, an estimated $85.6K.
  • TSMC made up 6.63% of Left Brain Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Left Brain Wealth Management first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.