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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
Q2 		$859K Sell
1,799
-355
-16% -$144K 0.81% 29
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 $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

Oregon Pacific Wealth Management's TSM Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its TSMC (TSM) stake by 16% in Q2 2026, selling an estimated $144K and leaving 1,799 shares worth $859K. The position accounts for 0.81% of the portfolio, ranked #29.

Oregon Pacific Wealth Management first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Oregon Pacific Wealth Management held 1,799 shares of TSMC worth $859K as of Q2 2026.
  • Oregon Pacific Wealth Management sold 355 TSMC shares in Q2 2026, an estimated $144K.
  • TSMC made up 0.81% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Oregon Pacific Wealth Management first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.