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SFMG Wealth Advisors’s TSMC TSM Stock Holding History

SFMG 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
Q1 		$715K Sell
2,116
-86
-4% -$29.6K 0.05% 147
2025
Q4 		$669K Sell
2,202
-147
-6% -$43.1K 0.04% 150
2025
Q3 		$656K Buy
2,349
+597
+34% +$146K 0.05% 141
2025
Q2 		$397K Buy
1,752
+520
+42% +$96.3K 0.03% 179
2025
Q1 		$204K Buy
+1,232
New +$239K 0.02% 255

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

SFMG Wealth Advisors's TSM Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its TSMC (TSM) stake by 3.9% in Q1 2026, selling an estimated $29.6K and leaving 2,116 shares worth $715K. The position accounts for 0.05% of the portfolio, ranked #147.

SFMG Wealth Advisors first reported a position in TSM in Q1 2025 and has held it in 5 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • SFMG Wealth Advisors held 2,116 shares of TSMC worth $715K as of Q1 2026.
  • SFMG Wealth Advisors sold 86 TSMC shares in Q1 2026, an estimated $29.6K.
  • TSMC made up 0.05% of SFMG Wealth Advisors's portfolio in Q1 2026, its #147 holding.
  • SFMG Wealth Advisors first reported a position in TSMC in Q1 2025 and has held it in 5 quarters since.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.