Azimuth Capital Investment Management
TSM icon

Azimuth Capital Investment Management’s TSMC TSM Stock Holding History

Azimuth Capital Investment Management’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 		$22.8M Sell
47,818
-1,129
-2% -$458K 0.77% 32
2026
Q1 		$16.5M Sell
48,947
-9,288
-16% -$3.2M 0.62% 43
2025
Q4 		$17.7M Sell
58,235
-669
-1% -$196K 0.63% 39
2025
Q3 		$16.5M Sell
58,904
-973
-2% -$238K 0.59% 52
2025
Q2 		$13.6M Sell
59,877
-14,562
-20% -$2.7M 0.5% 60
2025
Q1 		$12.4M Sell
74,439
-22,204
-23% -$4.32M 0.49% 57
2024
Q4 		$19.1M Sell
96,643
-1,075
-1% -$208K 0.74% 41
2024
Q3 		$17M Buy
97,718
+1,195
+1% +$204K 0.66% 43
2024
Q2 		$16.8M Sell
96,523
-7,104
-7% -$1.08M 0.68% 44
2024
Q1 		$14.1M Sell
103,627
-12,059
-10% -$1.5M 0.58% 53
2023
Q4 		$12M Buy
115,686
+31,626
+38% +$3.02M 0.54% 58
2023
Q3 		$7.3M Sell
84,060
-280
-0.3% -$26.5K 0.36% 99
2023
Q2 		$8.51M Sell
84,340
-8,130
-9% -$757K 0.41% 84
2023
Q1 		$8.6M Sell
92,470
-800
-0.9% -$71.8K 0.42% 78
2022
Q4 		$6.95M Buy
93,270
+3,405
+4% +$246K 0.35% 101
2022
Q3 		$6.16M Sell
89,865
-27,750
-24% -$2.29M 0.34% 108
2022
Q2 		$9.62M Buy
+117,615
New +$10.9M 0.48% 68

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

Azimuth Capital Investment Management's TSM Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its TSMC (TSM) stake by 2.3% in Q2 2026, selling an estimated $458K and leaving 47,818 shares worth $22.8M. The position accounts for 0.77% of the portfolio, ranked #32.

Azimuth Capital Investment Management first reported a position in TSM in Q2 2022 and has held it in 17 quarters since. 3,585 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Azimuth Capital Investment Management held 47,818 shares of TSMC worth $22.8M as of Q2 2026.
  • Azimuth Capital Investment Management sold 1,129 TSMC shares in Q2 2026, an estimated $458K.
  • TSMC made up 0.77% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #32 holding.
  • Azimuth Capital Investment Management first reported a position in TSMC in Q2 2022 and has held it in 17 quarters since.
  • 3,585 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.