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Summit Wealth Group (Colorado)’s TSMC TSM Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.07M Buy
3,158
+1,083
+52% +$373K 0.11% 102
2025
Q4 		$631K Buy
+2,075
New +$609K 0.08% 125
2025
Q3 		– Sell
-1,893
Closed -$430K – 433
2025
Q2 		$430K Buy
+1,893
New +$351K 0.11% 145

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

Summit Wealth Group (Colorado)'s TSM Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its TSMC (TSM) stake by 52% in Q1 2026, buying an estimated $373K and bringing the position to 3,158 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #102.

Summit Wealth Group (Colorado) first reported a position in TSM in Q2 2025 and has held it in 3 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Summit Wealth Group (Colorado) held 3,158 shares of TSMC worth $1.07M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,083 TSMC shares in Q1 2026, an estimated $373K.
  • TSMC made up 0.11% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #102 holding.
  • Summit Wealth Group (Colorado) first reported a position in TSMC in Q2 2025 and has held it in 3 quarters since.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.