Schwarz Dygos Wheeler Investment Advisors’s TSMC TSM Stock Holding History

Schwarz Dygos Wheeler Investment 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	$756K	Buy	1,585 +24	+2%	+$9.74K	0.14%	93
2026 Q1	$526K	Sell	1,561 -16	-1%	-$5.51K	0.11%	103
2025 Q4	$479K	Buy	1,577 +34	+2%	+$9.98K	0.1%	108
2025 Q3	$431K	Hold	1,543	–	–	0.09%	110
2025 Q2	$350K	Hold	1,543	–	–	0.08%	125
2025 Q1	$256K	Hold	1,543	–	–	0.06%	141
2024 Q4	$305K	Buy	1,543 +13	+0.8%	+$2.52K	0.07%	128
2024 Q3	$266K	Hold	1,530	–	–	0.07%	129
2024 Q2	$266K	Hold	1,530	–	–	0.07%	123
2024 Q1	$208K	Buy	+1,530	New	+$190K	0.06%	143
2022 Q1	–	Sell	-1,880	Closed	-$226K	–	143
2021 Q4	$226K	Sell	1,880 -5	-0.3%	-$586	0.08%	120
2021 Q3	$210K	Sell	1,885 -75	-4%	-$8.8K	0.08%	123
2021 Q2	$236K	Hold	1,960	–	–	0.09%	117
2021 Q1	$232K	Hold	1,960	–	–	0.1%	111
2020 Q4	$214K	Buy	+1,960	New	+$186K	0.1%	103

Other funds holding TSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's TSM Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its TSMC (TSM) stake by 1.5% in Q2 2026, buying an estimated $9.74K and bringing the position to 1,585 shares worth $756K. The position accounts for 0.14% of the portfolio, ranked #93.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TSM in Q4 2020 and has held it in 15 quarters since. 2,179 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,585 shares of TSMC worth $756K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 24 TSMC shares in Q2 2026, an estimated $9.74K.
TSMC made up 0.14% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #93 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in TSMC in Q4 2020 and has held it in 15 quarters since.
2,179 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.