LWM
TSM icon

Lyell Wealth Management’s TSMC TSM Stock Holding History

Lyell 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 		$23M Sell
67,979
-809
-1% -$278K 1.69% 16
2025
Q4 		$20.9M Sell
68,788
-14
-0% -$4.11K 1.51% 18
2025
Q3 		$19.2M Buy
68,802
+442
+0.6% +$108K 1.43% 20
2025
Q2 		$15.5M Buy
68,360
+3,605
+6% +$668K 1.22% 26
2025
Q1 		$10.7M Buy
64,755
+2,802
+5% +$545K 1% 35
2024
Q4 		$12.2M Buy
61,953
+1,406
+2% +$272K 1.1% 26
2024
Q3 		$10.5M Buy
60,547
+854
+1% +$146K 0.96% 33
2024
Q2 		$10.4M Buy
59,693
+2,852
+5% +$433K 0.99% 33
2024
Q1 		$7.73M Buy
56,841
+2,823
+5% +$351K 0.79% 44
2023
Q4 		$5.62M Sell
54,018
-3,564
-6% -$340K 0.64% 56
2023
Q3 		$5M Buy
57,582
+1,613
+3% +$153K 0.67% 57
2023
Q2 		$5.65M Buy
55,969
+3,719
+7% +$346K 0.72% 51
2023
Q1 		$4.86M Buy
52,250
+1,700
+3% +$153K 0.68% 54
2022
Q4 		$3.77M Sell
50,550
-483
-0.9% -$34.9K 0.59% 62
2022
Q3 		$3.5M Buy
51,033
+429
+0.8% +$35.5K 0.6% 63
2022
Q2 		$4.16M Sell
50,604
-7,803
-13% -$722K 0.68% 53
2022
Q1 		$6.12M Sell
58,407
-912
-2% -$107K 0.79% 42
2021
Q4 		$7.17M Buy
59,319
+1,390
+2% +$163K 0.82% 45
2021
Q3 		$6.5M Buy
57,929
+11,563
+25% +$1.36M 0.79% 47
2021
Q2 		$5.59M Buy
46,366
+9,441
+26% +$1.11M 0.69% 52
2021
Q1 		$4.38M Buy
36,925
+34,689
+1,551% +$4.3M 0.64% 59
2020
Q4 		$245K Buy
+2,236
New +$212K 0.04% 149

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

Lyell Wealth Management's TSM Position: Q1 2026 in Review

Lyell Wealth Management reduced its TSMC (TSM) stake by 1.2% in Q1 2026, selling an estimated $278K and leaving 67,979 shares worth $23M. The position accounts for 1.69% of the portfolio, ranked #16.

Lyell Wealth Management first reported a position in TSM in Q4 2020 and has held it in 22 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Lyell Wealth Management held 67,979 shares of TSMC worth $23M as of Q1 2026.
  • Lyell Wealth Management sold 809 TSMC shares in Q1 2026, an estimated $278K.
  • TSMC made up 1.69% of Lyell Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Lyell Wealth Management first reported a position in TSMC in Q4 2020 and has held it in 22 quarters since.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.