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Marcum Wealth’s TSMC TSM Stock Holding History

Marcum 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
2025
Q1 		$894K Sell
5,387
-87
-2% -$16.9K 0.08% 123
2024
Q4 		$1.08M Sell
5,474
-293
-5% -$56.7K 0.09% 103
2024
Q3 		$1M Buy
5,767
+1,125
+24% +$192K 0.09% 111
2024
Q2 		$807K Buy
4,642
+1,537
+50% +$233K 0.08% 125
2024
Q1 		$422K Sell
3,105
-70
-2% -$8.69K 0.04% 218
2023
Q4 		$330K Sell
3,175
-179
-5% -$17.1K 0.04% 239
2023
Q3 		$291K Buy
3,354
+302
+10% +$28.6K 0.04% 247
2023
Q2 		$308K Sell
3,052
-310
-9% -$28.9K 0.04% 244
2023
Q1 		$313K Buy
+3,362
New +$302K 0.04% 236
2022
Q4 		– Sell
-4,211
Closed -$289K – 398
2022
Q3 		$289K Buy
4,211
+1,000
+31% +$82.7K 0.04% 243
2022
Q2 		$262K Sell
3,211
-937
-23% -$86.6K 0.04% 256
2022
Q1 		$432K Sell
4,148
-115
-3% -$13.4K 0.06% 183
2021
Q4 		$513K Buy
4,263
+62
+1% +$7.26K 0.07% 165
2021
Q3 		$469K Sell
4,201
-306
-7% -$35.9K 0.07% 162
2021
Q2 		$542K Buy
4,507
+9
+0.2% +$1.05K 0.09% 137
2021
Q1 		$532K Buy
+4,498
New +$557K 0.09% 141

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marcum Wealth's TSM Position: Q1 2025 in Review

Marcum Wealth reduced its TSMC (TSM) stake by 1.6% in Q1 2025, selling an estimated $16.9K and leaving 5,387 shares worth $894K. The position accounts for 0.08% of the portfolio, ranked #123.

Marcum Wealth first reported a position in TSM in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.08M in Q4 2024. 2,440 funds tracked by Wall St. Rank hold TSM as of Q1 2025.

  • Marcum Wealth held 5,387 shares of TSMC worth $894K as of Q1 2025.
  • Marcum Wealth sold 87 TSMC shares in Q1 2025, an estimated $16.9K.
  • TSMC made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #123 holding.
  • Marcum Wealth first reported a position in TSMC in Q1 2021 and has held it in 16 quarters since.
  • Marcum Wealth's TSMC position peaked at $1.08M in Q4 2024.
  • 2,440 funds tracked by Wall St. Rank held TSMC as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.