Summit Financial Strategies’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$388K Sell
813
-44
-5% -$17.9K 0.03% 114
2026
Q1
$290K Sell
857
-75
-8% -$25.8K 0.02% 127
2025
Q4
$283K Buy
932
+57
+7% +$16.7K 0.02% 128
2025
Q3
$244K Buy
+875
New +$214K 0.02% 129

Other funds holding TSM

Summit Financial Strategies's TSM Position: Q2 2026 in Review

Summit Financial Strategies reduced its TSMC (TSM) stake by 5.1% in Q2 2026, selling an estimated $17.9K and leaving 813 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #114.

Summit Financial Strategies first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 1,194 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Summit Financial Strategies held 813 shares of TSMC worth $388K as of Q2 2026.
  • Summit Financial Strategies sold 44 TSMC shares in Q2 2026, an estimated $17.9K.
  • TSMC made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #114 holding.
  • Summit Financial Strategies first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
  • 1,194 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.