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Oregon Pacific Wealth Management’s TSMC TSM Stock Holding History

Oregon Pacific 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 		$728K Sell
2,154
-45
-2% -$15.5K 0.76% 32
2025
Q4 		$668K Sell
2,199
-253
-10% -$74.2K 0.69% 32
2025
Q3 		$685K Sell
2,452
-493
-17% -$121K 0.59% 41
2025
Q2 		$667K Sell
2,945
-154
-5% -$28.5K 0.63% 40
2025
Q1 		$514K Buy
3,099
+194
+7% +$37.7K 0.51% 53
2024
Q4 		$574K Buy
+2,905
New +$562K 0.56% 50

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

Oregon Pacific Wealth Management's TSM Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its TSMC (TSM) stake by 2% in Q1 2026, selling an estimated $15.5K and leaving 2,154 shares worth $728K. The position accounts for 0.76% of the portfolio, ranked #32.

Oregon Pacific Wealth Management first reported a position in TSM in Q4 2024 and has held it in 6 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Oregon Pacific Wealth Management held 2,154 shares of TSMC worth $728K as of Q1 2026.
  • Oregon Pacific Wealth Management sold 45 TSMC shares in Q1 2026, an estimated $15.5K.
  • TSMC made up 0.76% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Oregon Pacific Wealth Management first reported a position in TSMC in Q4 2024 and has held it in 6 quarters since.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.