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Summit Wealth Partners’s TSMC TSM Stock Holding History

Summit 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
Q2 		$828K Buy
1,734
+62
+4% +$25.2K 0.12% 128
2026
Q1 		$565K Buy
1,672
+495
+42% +$170K 0.09% 151
2025
Q4 		$358K Buy
1,177
+5
+0.4% +$1.47K 0.07% 151
2025
Q3 		$327K Hold
1,172
– – 0.06% 175
2025
Q2 		$266K Buy
+1,172
New +$217K 0.05% 189
2025
Q1 		– Sell
-1,047
Closed -$207K – 215
2024
Q4 		$207K Buy
+1,047
New +$203K 0.04% 197

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Wealth Partners's TSM Position: Q2 2026 in Review

Summit Wealth Partners increased its TSMC (TSM) stake by 3.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 1,734 shares worth $828K. The position accounts for 0.12% of the portfolio, ranked #128.

Summit Wealth Partners first reported a position in TSM in Q4 2024 and has held it in 6 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Summit Wealth Partners held 1,734 shares of TSMC worth $828K as of Q2 2026.
  • Summit Wealth Partners bought 62 TSMC shares in Q2 2026, an estimated $25.2K.
  • TSMC made up 0.12% of Summit Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Summit Wealth Partners first reported a position in TSMC in Q4 2024 and has held it in 6 quarters since.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.