Lyell Wealth Management
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
Q3 		$30.4M Buy
66,609
+31
+0% +$13.1K 1.8% 14
2026
Q2 		$31.8M Sell
66,578
-1,401
-2% -$569K 1.95% 15
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Lyell Wealth Management increased its TSMC (TSM) stake by 0.05% in Q3 2026, buying an estimated $13.1K and bringing the position to 66,609 shares worth $30.4M. The position accounts for 1.8% of the portfolio, ranked #14.

Lyell Wealth Management first reported a position in TSM in Q4 2020 and has held it in 24 quarters since. The position peaked at $31.8M in Q2 2026. 1,505 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Lyell Wealth Management held 66,609 shares of TSMC worth $30.4M as of Q3 2026.
  • Lyell Wealth Management bought 31 TSMC shares in Q3 2026, an estimated $13.1K.
  • TSMC made up 1.8% of Lyell Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Lyell Wealth Management first reported a position in TSMC in Q4 2020 and has held it in 24 quarters since.
  • Lyell Wealth Management's TSMC position peaked at $31.8M in Q2 2026.
  • 1,505 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.