Lodestone Wealth Management
TSM icon

Lodestone Wealth Management’s TSMC TSM Stock Holding History

Lodestone 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
Q3 		$1.51M Buy
3,312
+81
+3% +$34.3K 0.51% 57
2026
Q2 		$1.54M Sell
3,231
-479
-13% -$194K 0.54% 54
2026
Q1 		$1.25M Sell
3,710
-40
-1% -$13.8K 0.5% 60
2025
Q4 		$1.14M Sell
3,750
-167
-4% -$49K 0.46% 63
2025
Q3 		$1.09M Buy
3,917
+146
+4% +$35.7K 0.49% 62
2025
Q2 		$854K Buy
3,771
+44
+1% +$8.15K 0.42% 68
2025
Q1 		$619K Buy
3,727
+99
+3% +$19.2K 0.33% 74
2024
Q4 		$717K Buy
3,628
+172
+5% +$33.3K 0.36% 73
2024
Q3 		$600K Sell
3,456
-927
-21% -$158K 0.3% 76
2024
Q2 		$762K Buy
4,383
+97
+2% +$14.7K 0.4% 66
2024
Q1 		$583K Buy
4,286
+445
+12% +$55.3K 0.31% 76
2023
Q4 		$399K Buy
3,841
+47
+1% +$4.48K 0.23% 101
2023
Q3 		$330K Buy
3,794
+376
+11% +$35.6K 0.23% 98
2023
Q2 		$345K Sell
3,418
-85
-2% -$7.91K 0.24% 101
2023
Q1 		$326K Sell
3,503
-6
-0.2% -$539 0.25% 97
2022
Q4 		$261K Buy
+3,509
New +$254K 0.21% 105

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Lodestone Wealth Management's TSM Position: Q3 2026 in Review

Lodestone Wealth Management increased its TSMC (TSM) stake by 2.5% in Q3 2026, buying an estimated $34.3K and bringing the position to 3,312 shares worth $1.51M. The position accounts for 0.51% of the portfolio, ranked #57.

Lodestone Wealth Management first reported a position in TSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Lodestone Wealth Management held 3,312 shares of TSMC worth $1.51M as of Q3 2026.
  • Lodestone Wealth Management bought 81 TSMC shares in Q3 2026, an estimated $34.3K.
  • TSMC made up 0.51% of Lodestone Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Lodestone Wealth Management first reported a position in TSMC in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's TSMC position peaked at $1.54M in Q2 2026.
  • 2,356 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.