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ROI Financial Advisors’s TSMC TSM Stock Holding History

ROI Financial 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
Q1 		$8.66M Sell
25,611
-782
-3% -$269K 5.18% 7
2025
Q4 		$8.02M Sell
26,393
-213
-0.8% -$62.5K 4.61% 6
2025
Q3 		$7.43M Buy
26,606
+259
+1% +$63.3K 4.44% 8
2025
Q2 		$5.97M Buy
26,347
+2,211
+9% +$410K 3.79% 10
2025
Q1 		$4.01M Buy
24,136
+1,277
+6% +$248K 2.91% 15
2024
Q4 		$4.51M Buy
22,859
+359
+2% +$69.5K 3.07% 13
2024
Q3 		$3.91M Buy
22,500
+440
+2% +$75K 2.7% 13
2024
Q2 		$3.82M Buy
22,060
+313
+1% +$47.5K 2.77% 13
2024
Q1 		$2.96M Sell
21,747
-87
-0.4% -$10.8K 2.33% 14
2023
Q4 		$2.27M Buy
+21,834
New +$2.08M 1.88% 17

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

ROI Financial Advisors's TSM Position: Q1 2026 in Review

ROI Financial Advisors reduced its TSMC (TSM) stake by 3% in Q1 2026, selling an estimated $269K and leaving 25,611 shares worth $8.66M. The position accounts for 5.18% of the portfolio, ranked #7.

ROI Financial Advisors first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • ROI Financial Advisors held 25,611 shares of TSMC worth $8.66M as of Q1 2026.
  • ROI Financial Advisors sold 782 TSMC shares in Q1 2026, an estimated $269K.
  • TSMC made up 5.18% of ROI Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • ROI Financial Advisors first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.