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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
Q2 		$203K Hold
425
– – 0.28% 63
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 $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

Mowery & Schoenfeld Wealth Management's TSM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its TSMC (TSM) position steady in Q2 2026 at 425 shares worth $203K. The position accounts for 0.28% of the portfolio, ranked #63.

Mowery & Schoenfeld Wealth Management first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 425 shares of TSMC worth $203K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 0.28% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.