Annex Advisory Services’s TSMC TSM Stock Holding History

Annex Advisory Services’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	$23.1M	Sell	48,397 -4,714	-9%	-$1.91M	0.39%	63
2026 Q1	$17.9M	Sell	53,111 -4,055	-7%	-$1.4M	0.34%	68
2025 Q4	$17.4M	Buy	57,166 +835	+1%	+$245K	0.33%	68
2025 Q3	$15.7M	Buy	56,331 +868	+2%	+$212K	0.33%	62
2025 Q2	$12.6M	Sell	55,463 -2,545	-4%	-$471K	0.3%	63
2025 Q1	$9.63M	Buy	58,008 +4,858	+9%	+$944K	0.27%	68
2024 Q4	$10.5M	Buy	53,150 +5,184	+11%	+$1M	0.32%	63
2024 Q3	$8.33M	Buy	47,966 +1,309	+3%	+$223K	0.27%	68
2024 Q2	$8.11M	Buy	+46,657	New	+$7.08M	0.29%	61
2022 Q1	–	Sell	-6,580	Closed	-$792K	–	271
2021 Q4	$792K	Sell	6,580 -435	-6%	-$51K	0.05%	131
2021 Q3	$784K	Sell	7,015 -38,418	-85%	-$4.51M	0.06%	127
2021 Q2	$5.46M	Buy	45,433 +820	+2%	+$96.1K	0.44%	36
2021 Q1	$5.28M	Sell	44,613 -3,731	-8%	-$462K	0.51%	29
2020 Q4	$5.27M	Buy	48,344 +22,392	+86%	+$2.12M	0.52%	26
2020 Q3	$2.1M	Sell	25,952 -940	-3%	-$71.4K	0.27%	44
2020 Q2	$1.53M	Buy	+26,892	New	+$1.42M	0.21%	56

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

Annex Advisory Services's TSM Position: Q2 2026 in Review

Annex Advisory Services reduced its TSMC (TSM) stake by 8.9% in Q2 2026, selling an estimated $1.91M and leaving 48,397 shares worth $23.1M. The position accounts for 0.39% of the portfolio, ranked #63.

Annex Advisory Services first reported a position in TSM in Q2 2020 and has held it in 16 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Annex Advisory Services held 48,397 shares of TSMC worth $23.1M as of Q2 2026.
Annex Advisory Services sold 4,714 TSMC shares in Q2 2026, an estimated $1.91M.
TSMC made up 0.39% of Annex Advisory Services's portfolio in Q2 2026, its #63 holding.
Annex Advisory Services first reported a position in TSMC in Q2 2020 and has held it in 16 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.