MWM
TSM icon

Modern Wealth Management’s TSMC TSM Stock Holding History

Modern 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 		$33.8M Sell
99,042
-1,747
-2% -$601K 0.58% 44
2025
Q4 		$30.6M Sell
100,789
-29,038
-22% -$8.52M 0.56% 44
2025
Q3 		$36.3M Buy
129,827
+118,700
+1,067% +$29M 0.72% 36
2025
Q2 		$2.52M Buy
11,127
+205
+2% +$38K 0.06% 240
2025
Q1 		$1.81M Buy
10,922
+3,171
+41% +$616K 0.06% 221
2024
Q4 		$1.53M Sell
7,751
-388
-5% -$75.1K 0.06% 210
2024
Q3 		$1.41M Buy
8,139
+655
+9% +$112K 0.09% 141
2024
Q2 		$1.3M Buy
7,484
+401
+6% +$60.8K 0.1% 125
2024
Q1 		$964K Buy
+7,083
New +$880K 0.09% 118

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

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

Modern Wealth Management reduced its TSMC (TSM) stake by 1.7% in Q1 2026, selling an estimated $601K and leaving 99,042 shares worth $33.8M. The position accounts for 0.58% of the portfolio, ranked #44.

Modern Wealth Management first reported a position in TSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $36.3M in Q3 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Modern Wealth Management held 99,042 shares of TSMC worth $33.8M as of Q1 2026.
  • Modern Wealth Management sold 1,747 TSMC shares in Q1 2026, an estimated $601K.
  • TSMC made up 0.58% of Modern Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Modern Wealth Management first reported a position in TSMC in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's TSMC position peaked at $36.3M in Q3 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.