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Stone Summit Wealth’s TSMC TSM Stock Holding History

Stone Summit Wealth’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 		$5.72M Sell
16,935
-1,427
-8% -$491K 1.59% 16
2025
Q4 		$5.58M Sell
18,362
-909
-5% -$267K 1.51% 17
2025
Q3 		$5.38M Sell
19,271
-975
-5% -$238K 1.53% 17
2025
Q2 		$4.59M Buy
20,246
+270
+1% +$50K 1.42% 20
2025
Q1 		$3.32M Sell
19,976
-550
-3% -$107K 1.12% 30
2024
Q4 		$4.05M Sell
20,526
-924
-4% -$179K 1.36% 23
2024
Q3 		$3.73M Sell
21,450
-182
-0.8% -$31K 1.2% 28
2024
Q2 		$3.76M Sell
21,632
-93
-0.4% -$14.1K 1.35% 22
2024
Q1 		$2.96M Sell
21,725
-186
-0.8% -$23.1K 1.03% 31
2023
Q4 		$2.28M Sell
21,911
-758
-3% -$72.3K 0.87% 38
2023
Q3 		$1.97M Sell
22,669
-770
-3% -$72.8K 0.84% 40
2023
Q2 		$2.37M Buy
23,439
+640
+3% +$59.6K 0.98% 36
2023
Q1 		$2.12M Sell
22,799
-215
-0.9% -$19.3K 0.94% 37
2022
Q4 		$1.71M Buy
23,014
+1,095
+5% +$79.2K 0.84% 43
2022
Q3 		$1.5M Buy
21,919
+1,490
+7% +$123K 0.92% 39
2022
Q2 		$1.67M Buy
20,429
+1,350
+7% +$125K 1% 35
2022
Q1 		$1.96M Buy
19,079
+5,295
+38% +$619K 1.1% 31
2021
Q4 		$1.66M Buy
+13,784
New +$1.61M 1.34% 28

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

Stone Summit Wealth's TSM Position: Q1 2026 in Review

Stone Summit Wealth reduced its TSMC (TSM) stake by 7.8% in Q1 2026, selling an estimated $491K and leaving 16,935 shares worth $5.72M. The position accounts for 1.59% of the portfolio, ranked #16.

Stone Summit Wealth first reported a position in TSM in Q4 2021 and has held it in 18 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Stone Summit Wealth held 16,935 shares of TSMC worth $5.72M as of Q1 2026.
  • Stone Summit Wealth sold 1,427 TSMC shares in Q1 2026, an estimated $491K.
  • TSMC made up 1.59% of Stone Summit Wealth's portfolio in Q1 2026, its #16 holding.
  • Stone Summit Wealth first reported a position in TSMC in Q4 2021 and has held it in 18 quarters since.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.