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Oak Family Advisors’s TSMC TSM Stock Holding History

Oak Family Advisors’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 		$811K Buy
2,400
+1,000
+71% +$344K 0.23% 65
2025
Q4 		$425K Buy
+1,400
New +$411K 0.12% 83
2025
Q2 		– Sell
-1,300
Closed -$216K – 117
2025
Q1 		$216K Buy
+1,300
New +$253K 0.07% 86

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

Oak Family Advisors's TSM Position: Q1 2026 in Review

Oak Family Advisors reduced its TSMC (TSM) stake by 15% in Q1 2026, selling an estimated $3M and leaving 49,426 shares worth $16.7M. The position accounts for 4.7% of the portfolio, ranked #2.

Oak Family Advisors first reported a position in TSM in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.7M in Q4 2025. 3,253 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Oak Family Advisors held 49,426 shares of TSMC worth $16.7M as of Q1 2026.
  • Oak Family Advisors sold 8,724 TSMC shares in Q1 2026, an estimated $3M.
  • TSMC made up 4.7% of Oak Family Advisors's portfolio in Q1 2026, its #2 holding.
  • Oak Family Advisors first reported a position in TSMC in Q4 2020 and has held it in 22 quarters since.
  • Oak Family Advisors's TSMC position peaked at $17.7M in Q4 2025.
  • 3,253 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.