Live Oak Private Wealth
TSM icon

Live Oak Private Wealth’s TSMC TSM Stock Holding History

Live Oak Private Wealth’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
Q3 		$6.31M Sell
13,828
-1,072
-7% -$454K 0.76% 47
2026
Q2 		$7.12M Sell
14,900
-954
-6% -$387K 0.89% 44
2026
Q1 		$5.36M Sell
15,854
-97
-0.6% -$33.4K 0.75% 49
2025
Q4 		$4.85M Sell
15,951
-7,816
-33% -$2.29M 0.66% 48
2025
Q3 		$6.64M Sell
23,767
-248
-1% -$60.6K 0.92% 41
2025
Q2 		$5.44M Buy
24,015
+725
+3% +$134K 0.81% 48
2025
Q1 		$3.87M Buy
23,290
+130
+0.6% +$25.3K 0.63% 53
2024
Q4 		$4.57M Sell
23,160
-1,823
-7% -$353K 0.77% 50
2024
Q3 		$4.34M Buy
24,983
+43
+0.2% +$7.33K 0.7% 51
2024
Q2 		$4.33M Buy
24,940
+156
+0.6% +$23.7K 0.75% 53
2024
Q1 		$3.37M Buy
24,784
+36
+0.1% +$4.47K 0.58% 57
2023
Q4 		$2.57M Sell
24,748
-269
-1% -$25.7K 0.48% 57
2023
Q3 		$2.17M Buy
25,017
+82
+0.3% +$7.75K 0.46% 53
2023
Q2 		$2.52M Sell
24,935
-3,116
-11% -$290K 0.5% 55
2023
Q1 		$2.61M Sell
28,051
-686
-2% -$61.6K 0.54% 55
2022
Q4 		$2.14M Buy
28,737
+17,512
+156% +$1.27M 0.44% 62
2022
Q3 		$770K Buy
11,225
+1,003
+10% +$82.9K 0.17% 91
2022
Q2 		$836K Buy
10,222
+2,514
+33% +$232K 0.18% 95
2022
Q1 		$804K Buy
7,708
+3,404
+79% +$398K 0.16% 96
2021
Q4 		$518K Buy
4,304
+324
+8% +$38K 0.1% 121
2021
Q3 		$444K Buy
3,980
+816
+26% +$95.8K 0.09% 128
2021
Q2 		$380K Buy
3,164
+1,421
+82% +$166K 0.08% 126
2021
Q1 		$206K Buy
+1,743
New +$216K 0.05% 148

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Live Oak Private Wealth's TSM Position: Q3 2026 in Review

Live Oak Private Wealth reduced its TSMC (TSM) stake by 7.2% in Q3 2026, selling an estimated $454K and leaving 13,828 shares worth $6.31M. The position accounts for 0.76% of the portfolio, ranked #47.

Live Oak Private Wealth first reported a position in TSM in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.12M in Q2 2026. 2,055 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Live Oak Private Wealth held 13,828 shares of TSMC worth $6.31M as of Q3 2026.
  • Live Oak Private Wealth sold 1,072 TSMC shares in Q3 2026, an estimated $454K.
  • TSMC made up 0.76% of Live Oak Private Wealth's portfolio in Q3 2026, its #47 holding.
  • Live Oak Private Wealth first reported a position in TSMC in Q1 2021 and has held it in 23 quarters since.
  • Live Oak Private Wealth's TSMC position peaked at $7.12M in Q2 2026.
  • 2,055 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.