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Oxford Financial Group’s TSMC TSM Stock Holding History

Oxford Financial Group’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 		$351K Sell
1,039
-39
-4% -$13.4K 0.02% 199
2025
Q4 		$328K Buy
1,078
+15
+1% +$4.4K 0.02% 185
2025
Q3 		$297K Buy
1,063
+89
+9% +$21.8K 0.02% 187
2025
Q2 		$221K Sell
974
-652
-40% -$121K 0.01% 195
2025
Q1 		$270K Buy
+1,626
New +$316K 0.02% 186

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

Oxford Financial Group's TSM Position: Q1 2026 in Review

Oxford Financial Group reduced its TSMC (TSM) stake by 3.6% in Q1 2026, selling an estimated $13.4K and leaving 1,039 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #199.

Oxford Financial Group first reported a position in TSM in Q1 2025 and has held it in 5 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Oxford Financial Group held 1,039 shares of TSMC worth $351K as of Q1 2026.
  • Oxford Financial Group sold 39 TSMC shares in Q1 2026, an estimated $13.4K.
  • TSMC made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #199 holding.
  • Oxford Financial Group first reported a position in TSMC in Q1 2025 and has held it in 5 quarters since.
  • 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.