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Mowery & Schoenfeld Wealth Management’s TSMC TSM Stock Holding History

Mowery & Schoenfeld 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 		$144K Hold
425
– – 0.22% 72
2025
Q4 		$129K Hold
425
– – 0.19% 76
2025
Q3 		$119K Buy
+425
New +$104K 0.2% 73

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

Mowery & Schoenfeld Wealth Management's TSM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its TSMC (TSM) position steady in Q1 2026 at 425 shares worth $144K. The position accounts for 0.22% of the portfolio, ranked #72.

Mowery & Schoenfeld Wealth Management first reported a position in TSM in Q3 2025 and has held it in 3 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 425 shares of TSMC worth $144K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its TSMC share count unchanged in Q1 2026.
  • TSMC made up 0.22% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in TSMC in Q3 2025 and has held it in 3 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.