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American Trust’s TSMC TSM Stock Holding History

American Trust’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 		$7.33M Sell
21,695
-5,016
-19% -$1.73M 0.65% 22
2025
Q4 		$8.12M Buy
26,711
+142
+0.5% +$41.7K 0.68% 22
2025
Q3 		$7.42M Sell
26,569
-1,835
-6% -$449K 0.63% 21
2025
Q2 		$6.43M Sell
28,404
-4,140
-13% -$767K 0.61% 24
2025
Q1 		$5.4M Sell
32,544
-1,494
-4% -$290K 1.33% 14
2024
Q4 		$6.72M Sell
34,038
-2,495
-7% -$483K 0.51% 35
2024
Q3 		$6.34M Sell
36,533
-7,623
-17% -$1.3M 0.52% 29
2024
Q2 		$7.67M Buy
44,156
+346
+0.8% +$52.5K 0.63% 25
2024
Q1 		$5.96M Sell
43,810
-3,953
-8% -$491K 0.5% 32
2023
Q4 		$4.97M Sell
47,763
-1,421
-3% -$136K 0.37% 43
2023
Q3 		$4.27M Sell
49,184
-1,459
-3% -$138K 0.33% 49
2023
Q2 		$5.11M Sell
50,643
-124
-0.2% -$11.5K 0.35% 52
2023
Q1 		$4.72M Sell
50,767
-979
-2% -$87.9K 0.33% 57
2022
Q4 		$3.85M Sell
51,746
-4,797
-8% -$347K 0.36% 65
2022
Q3 		$3.88M Sell
56,543
-47
-0.1% -$3.88K 0.33% 60
2022
Q2 		$4.63M Buy
56,590
+3,646
+7% +$337K 0.37% 54
2022
Q1 		$5.52M Buy
52,944
+2,897
+6% +$339K 0.37% 55
2021
Q4 		$6.02M Buy
+50,047
New +$5.86M 0.46% 38

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

American Trust's TSM Position: Q1 2026 in Review

American Trust reduced its TSMC (TSM) stake by 19% in Q1 2026, selling an estimated $1.73M and leaving 21,695 shares worth $7.33M. The position accounts for 0.65% of the portfolio, ranked #22.

American Trust first reported a position in TSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.12M in Q4 2025. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • American Trust held 21,695 shares of TSMC worth $7.33M as of Q1 2026.
  • American Trust sold 5,016 TSMC shares in Q1 2026, an estimated $1.73M.
  • TSMC made up 0.65% of American Trust's portfolio in Q1 2026, its #22 holding.
  • American Trust first reported a position in TSMC in Q4 2021 and has held it in 18 quarters since.
  • American Trust's TSMC position peaked at $8.12M in Q4 2025.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.