PEWA
TSM icon

Pacific Excel Wealth Advisors’s TSMC TSM Stock Holding History

Pacific Excel Wealth Advisors’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
-3,121
Closed -$1.05M – 311
2026
Q1 		$1.05M Buy
3,121
+1,054
+51% +$363K 1.11% 29
2025
Q4 		$630K Buy
+2,067
New +$606K 1.19% 33

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

Pacific Excel Wealth Advisors's TSM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of TSMC (TSM) in Q2 2026, closing a stake of 3,121 shares — an estimated $1.05M sold.

Pacific Excel Wealth Advisors first reported a position in TSM in Q4 2025 and held it in 2 quarters. The position peaked at $1.05M in Q1 2026. 3,556 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining TSMC position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 3,121 TSMC shares in Q2 2026, an estimated $1.05M.
  • Pacific Excel Wealth Advisors first reported a position in TSMC in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's TSMC position peaked at $1.05M in Q1 2026.
  • 3,556 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.