MGWM
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Marks Group Wealth Management’s TSMC TSM Stock Holding History

Marks Group 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
Q2 		$4.69M Sell
9,825
-1,134
-10% -$460K 0.41% 60
2026
Q1 		$3.7M Buy
10,959
+521
+5% +$179K 0.36% 93
2025
Q4 		$3.17M Buy
10,438
+2,911
+39% +$854K 0.3% 101
2025
Q3 		$2.1M Buy
7,527
+1,443
+24% +$353K 0.2% 119
2025
Q2 		$1.38M Sell
6,084
-586
-9% -$109K 0.13% 156
2025
Q1 		$1.11M Sell
6,670
-232
-3% -$45.1K 0.11% 174
2024
Q4 		$1.36M Sell
6,902
-4,019
-37% -$778K 0.13% 145
2024
Q3 		$1.9M Sell
10,921
-816
-7% -$139K 0.18% 130
2024
Q2 		$2.04M Buy
11,737
+373
+3% +$56.6K 0.21% 116
2024
Q1 		$1.55M Sell
11,364
-671
-6% -$83.3K 0.16% 140
2023
Q4 		$1.25M Sell
12,035
-412
-3% -$39.3K 0.14% 151
2023
Q3 		$1.08M Buy
12,447
+36
+0.3% +$3.4K 0.13% 153
2023
Q2 		$1.25M Sell
12,411
-82
-0.7% -$7.63K 0.15% 148
2023
Q1 		$1.16M Buy
12,493
+4,104
+49% +$368K 0.15% 152
2022
Q4 		$625K Sell
8,389
-1,027
-11% -$74.3K 0.09% 190
2022
Q3 		$645K Buy
9,416
+489
+5% +$40.4K 0.1% 184
2022
Q2 		$730K Sell
8,927
-10,140
-53% -$938K 0.11% 187
2022
Q1 		$1.99M Buy
19,067
+117
+0.6% +$13.7K 0.25% 108
2021
Q4 		$2.29M Buy
18,950
+6,922
+58% +$811K 0.28% 112
2021
Q3 		$1.33M Buy
12,028
+4,097
+52% +$481K 0.18% 132
2021
Q2 		$956K Sell
7,931
-272
-3% -$31.9K 0.13% 144
2021
Q1 		$972K Sell
8,203
-570
-6% -$70.6K 0.14% 141
2020
Q4 		$957K Buy
8,773
+419
+5% +$39.7K 0.15% 143
2020
Q3 		$677K Sell
8,354
-930
-10% -$70.7K 0.12% 152
2020
Q2 		$527K Buy
9,284
+873
+10% +$46K 0.11% 157
2020
Q1 		$402K Sell
8,411
-502
-6% -$27.5K 0.1% 164
2019
Q4 		$518K Buy
+8,913
New +$473K 0.1% 170

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marks Group Wealth Management's TSM Position: Q2 2026 in Review

Marks Group Wealth Management reduced its TSMC (TSM) stake by 10% in Q2 2026, selling an estimated $460K and leaving 9,825 shares worth $4.69M. The position accounts for 0.41% of the portfolio, ranked #60.

Marks Group Wealth Management first reported a position in TSM in Q4 2019 and has held it in 27 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Marks Group Wealth Management held 9,825 shares of TSMC worth $4.69M as of Q2 2026.
  • Marks Group Wealth Management sold 1,134 TSMC shares in Q2 2026, an estimated $460K.
  • TSMC made up 0.41% of Marks Group Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Marks Group Wealth Management first reported a position in TSMC in Q4 2019 and has held it in 27 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.