Obermeyer Wealth Partners’s TSMC TSM Stock Holding History

Obermeyer Wealth Partners’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	$120M	Sell	250,513 -3,006	-1%	-$1.22M	4.89%	3
2026 Q1	$85.7M	Sell	253,519 -3,057	-1%	-$1.05M	3.95%	5
2025 Q4	$78M	Sell	256,576 -11,435	-4%	-$3.36M	3.56%	7
2025 Q3	$74.9M	Sell	268,011 -1,098	-0.4%	-$269K	3.51%	7
2025 Q2	$61M	Buy	269,109 +133	+0%	+$24.6K	3.03%	10
2025 Q1	$44.7M	Sell	268,976 -12,646	-4%	-$2.46M	2.38%	13
2024 Q4	$55.6M	Sell	281,622 -9,660	-3%	-$1.87M	2.9%	10
2024 Q3	$50.6M	Sell	291,282 -9,847	-3%	-$1.68M	2.71%	10
2024 Q2	$52.3M	Buy	301,129 +956	+0.3%	+$145K	3%	10
2024 Q1	$40.8M	Buy	300,173 +19,171	+7%	+$2.38M	2.41%	13
2023 Q4	$29.2M	Sell	281,002 -4,306	-2%	-$411K	2%	19
2023 Q3	$24.8M	Buy	285,308 +3,846	+1%	+$364K	1.84%	24
2023 Q2	$28.4M	Sell	281,462 -9,041	-3%	-$841K	2.04%	23
2023 Q1	$27.1M	Buy	+290,503	New	+$26.1M	2.02%	26

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

Obermeyer Wealth Partners's TSM Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its TSMC (TSM) stake by 1.2% in Q2 2026, selling an estimated $1.22M and leaving 250,513 shares worth $120M. The position accounts for 4.89% of the portfolio, ranked #3.

Obermeyer Wealth Partners first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. 3,572 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Obermeyer Wealth Partners held 250,513 shares of TSMC worth $120M as of Q2 2026.
Obermeyer Wealth Partners sold 3,006 TSMC shares in Q2 2026, an estimated $1.22M.
TSMC made up 4.89% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #3 holding.
Obermeyer Wealth Partners first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
3,572 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.