PAG
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Private Advisory Group’s TSMC TSM Stock Holding History

Private Advisory 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 		$16M Sell
47,435
-4,999
-10% -$1.72M 1.05% 21
2025
Q4 		$15.9M Buy
52,434
+3,907
+8% +$1.15M 1.25% 21
2025
Q3 		$13.6M Sell
48,527
-13,447
-22% -$3.29M 1.11% 23
2025
Q2 		$14M Buy
61,974
+2,685
+5% +$497K 1.27% 19
2025
Q1 		$9.84M Buy
59,289
+8,623
+17% +$1.68M 1.1% 22
2024
Q4 		$10M Buy
50,666
+1,636
+3% +$317K 1.12% 20
2024
Q3 		$8.52M Buy
49,030
+1,258
+3% +$214K 1.02% 26
2024
Q2 		$8.3M Sell
47,772
-11,325
-19% -$1.72M 1.08% 22
2024
Q1 		$8.04M Buy
59,097
+10,386
+21% +$1.29M 1.15% 21
2023
Q4 		$5.07M Buy
48,711
+2,476
+5% +$236K 0.88% 35
2023
Q3 		$4.02M Buy
46,235
+28,705
+164% +$2.71M 0.79% 32
2023
Q2 		$1.77M Buy
17,530
+15,261
+673% +$1.42M 0.35% 71
2023
Q1 		$211K Buy
+2,269
New +$204K 0.04% 191

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

Private Advisory Group's TSM Position: Q1 2026 in Review

Private Advisory Group reduced its TSMC (TSM) stake by 9.5% in Q1 2026, selling an estimated $1.72M and leaving 47,435 shares worth $16M. The position accounts for 1.05% of the portfolio, ranked #21.

Private Advisory Group first reported a position in TSM in Q1 2023 and has held it in 13 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Private Advisory Group held 47,435 shares of TSMC worth $16M as of Q1 2026.
  • Private Advisory Group sold 4,999 TSMC shares in Q1 2026, an estimated $1.72M.
  • TSMC made up 1.05% of Private Advisory Group's portfolio in Q1 2026, its #21 holding.
  • Private Advisory Group first reported a position in TSMC in Q1 2023 and has held it in 13 quarters since.
  • 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.