Act Two Investors’s TSMC TSM Stock Holding History

Act Two Investors’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	$985K	Sell	2,062 -16	-0.8%	-$6.49K	0.2%	31
2026 Q1	$702K	Hold	2,078	–	–	0.16%	30
2025 Q4	$631K	Hold	2,078	–	–	0.11%	34
2025 Q3	$580K	Hold	2,078	–	–	0.1%	34
2025 Q2	$471K	Hold	2,078	–	–	0.1%	33
2025 Q1	$345K	Hold	2,078	–	–	0.07%	37
2024 Q4	$410K	Hold	2,078	–	–	0.08%	42
2024 Q3	$361K	Sell	2,078 -1,102	-35%	-$188K	0.07%	43
2024 Q2	$553K	Hold	3,180	–	–	0.11%	37
2024 Q1	$433K	Hold	3,180	–	–	0.09%	40
2023 Q4	$331K	Buy	+3,180	New	+$303K	0.07%	42

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Act Two Investors's TSM Position: Q2 2026 in Review

Act Two Investors reduced its TSMC (TSM) stake by 0.77% in Q2 2026, selling an estimated $6.49K and leaving 2,062 shares worth $985K. The position accounts for 0.2% of the portfolio, ranked #31.

Act Two Investors first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Act Two Investors held 2,062 shares of TSMC worth $985K as of Q2 2026.
Act Two Investors sold 16 TSMC shares in Q2 2026, an estimated $6.49K.
TSMC made up 0.2% of Act Two Investors's portfolio in Q2 2026, its #31 holding.
Act Two Investors first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Act Two Investors's 13F filing for Q2 2026, filed 10 Aug 2026.