Oakwell Private Wealth Management’s TSMC TSM Stock Holding History

Oakwell Private 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	–	Sell	-622	Closed	-$210K	–	90
2026 Q1	$210K	Buy	+622	New	+$214K	0.04%	74
2023 Q3	–	Sell	-6,370	Closed	-$643K	–	62
2023 Q2	$643K	Buy	6,370 +236	+4%	+$22K	0.27%	33
2023 Q1	$571K	Buy	6,134 +81	+1%	+$7.27K	0.26%	38
2022 Q4	$451K	Buy	6,053 +431	+8%	+$31.2K	0.22%	41
2022 Q3	$385K	Buy	5,622 +295	+6%	+$24.4K	0.21%	43
2022 Q2	$435K	Buy	5,327 +391	+8%	+$36.2K	0.25%	41
2022 Q1	$515K	Buy	4,936 +234	+5%	+$27.4K	0.26%	40
2021 Q4	$566K	Sell	4,702 -302	-6%	-$35.4K	0.28%	38
2021 Q3	$559K	Buy	+5,004	New	+$587K	0.3%	34

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oakwell Private Wealth Management's TSM Position: Q2 2026 in Review

Oakwell Private Wealth Management sold out of TSMC (TSM) in Q2 2026, closing a stake of 622 shares — an estimated $210K sold.

Oakwell Private Wealth Management first reported a position in TSM in Q3 2021 and held it in 9 quarters. The position peaked at $643K in Q2 2023. 3,547 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Oakwell Private Wealth Management reported no remaining TSMC position as of Q2 2026 after selling out during the quarter.
Oakwell Private Wealth Management sold 622 TSMC shares in Q2 2026, an estimated $210K.
Oakwell Private Wealth Management first reported a position in TSMC in Q3 2021 and held it in 9 quarters.
Oakwell Private Wealth Management's TSMC position peaked at $643K in Q2 2023.
3,547 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.