SWP
TSM icon

Strategic Wealth Partners’s TSMC TSM Stock Holding History

Strategic Wealth Partners’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 		$10.2M Buy
30,084
+1,516
+5% +$522K 0.7% 51
2025
Q4 		$8.68M Buy
28,568
+2,263
+9% +$664K 0.59% 51
2025
Q3 		$7.35M Sell
26,305
-851
-3% -$208K 0.55% 60
2025
Q2 		$6.15M Buy
+27,156
New +$5.03M 0.48% 68
2024
Q4 		$366K Buy
1,815
+347
+24% +$67.2K 0.03% 241
2024
Q3 		$255K Sell
1,468
-279
-16% -$47.5K 0.02% 270
2024
Q2 		$304K Buy
+1,747
New +$265K 0.03% 240
2022
Q2 		– Sell
-22,107
Closed -$2.31M – 284
2022
Q1 		$2.31M Buy
22,107
+5,864
+36% +$686K 0.45% 77
2021
Q4 		$1.95M Buy
16,243
+3,818
+31% +$447K 0.37% 87
2021
Q3 		$1.39M Buy
12,425
+1,921
+18% +$226K 0.41% 68
2021
Q2 		$1.26M Sell
10,504
-526
-5% -$61.6K 0.41% 65
2021
Q1 		$1.3M Sell
11,030
-2,590
-19% -$321K 0.52% 50
2020
Q4 		$1.49M Sell
13,620
-615
-4% -$58.3K 0.62% 38
2020
Q3 		$1.15M Sell
14,235
-1,194
-8% -$90.7K 0.58% 49
2020
Q2 		$876K Buy
+15,429
New +$813K 0.45% 69
2019
Q4 		– Sell
-350
Closed -$16 – 476
2019
Q3 		$16 Hold
350
– – ﹤0.01% 424
2019
Q2 		$13K Sell
350
-558
-61% -$23K 0.01% 460
2019
Q1 		$37K Buy
908
+58
+7% +$2.21K 0.02% 270
2018
Q4 		$32K Hold
850
– – 0.02% 277
2018
Q3 		$38K Hold
850
– – 0.02% 250
2018
Q2 		$31K Sell
850
-83
-9% -$3.28K 0.02% 313
2018
Q1 		$41K Buy
933
+83
+10% +$3.62K 0.02% 259
2017
Q4 		$36K Buy
+850
New +$34.4K 0.02% 249

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

Strategic Wealth Partners's TSM Position: Q1 2026 in Review

Strategic Wealth Partners increased its TSMC (TSM) stake by 5.3% in Q1 2026, buying an estimated $522K and bringing the position to 30,084 shares worth $10.2M. The position accounts for 0.7% of the portfolio, ranked #51.

Strategic Wealth Partners first reported a position in TSM in Q4 2017 and has held it in 23 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Strategic Wealth Partners held 30,084 shares of TSMC worth $10.2M as of Q1 2026.
  • Strategic Wealth Partners bought 1,516 TSMC shares in Q1 2026, an estimated $522K.
  • TSMC made up 0.7% of Strategic Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Strategic Wealth Partners first reported a position in TSMC in Q4 2017 and has held it in 23 quarters since.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

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