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 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 $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Act Two Investors's TSM Position: Q1 2026 in Review

Act Two Investors held its TSMC (TSM) position steady in Q1 2026 at 2,078 shares worth $702K. The position accounts for 0.16% of the portfolio, ranked #30.

Act Two Investors first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Act Two Investors held 2,078 shares of TSMC worth $702K as of Q1 2026.
Act Two Investors left its TSMC share count unchanged in Q1 2026.
TSMC made up 0.16% of Act Two Investors's portfolio in Q1 2026, its #30 holding.
Act Two Investors first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.