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Baker Avenue Asset Management’s TSMC TSM Stock Holding History

Baker Avenue Asset 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 		$1.55M Buy
3,236
+1,039
+47% +$422K 0.03% 243
2026
Q1 		$742K Buy
2,197
+276
+14% +$95K 0.02% 330
2025
Q4 		$584K Buy
1,921
+235
+14% +$69K 0.01% 342
2025
Q3 		$471K Buy
1,686
+316
+23% +$77.3K 0.01% 365
2025
Q2 		$310K Sell
1,370
-174
-11% -$32.2K 0.01% 381
2025
Q1 		$256K Buy
1,544
+208
+16% +$40.4K 0.01% 386
2024
Q4 		$264K Sell
1,336
-372
-22% -$72K 0.01% 367
2024
Q3 		$297K Sell
1,708
-314
-16% -$53.5K 0.01% 351
2024
Q2 		$351K Buy
2,022
+9
+0.4% +$1.36K 0.01% 298
2024
Q1 		$274K Buy
+2,013
New +$250K 0.01% 314
2023
Q4 		– Sell
-2,060
Closed -$179K – 1404
2023
Q3 		$179K Sell
2,060
-61
-3% -$5.77K 0.01% 351
2023
Q2 		$214K Buy
2,121
+116
+6% +$10.8K 0.01% 335
2023
Q1 		$187K Buy
2,005
+218
+12% +$19.6K 0.01% 349
2022
Q4 		$133K Buy
+1,787
New +$129K 0.01% 373
2018
Q4 		– Sell
-6,069
Closed -$268K – 277
2018
Q3 		$268K Sell
6,069
-360
-6% -$14.9K 0.02% 230
2018
Q2 		$235K Buy
6,429
+299
+5% +$11.8K 0.02% 227
2018
Q1 		$268K Buy
6,130
+711
+13% +$31K 0.02% 224
2017
Q4 		$215K Sell
5,419
-187
-3% -$7.58K 0.02% 227
2017
Q3 		$211K Buy
+5,606
New +$205K 0.02% 212
2014
Q3 		– Sell
-122,870
Closed -$2.63M – 306
2014
Q2 		$2.63M Buy
122,870
+14,210
+13% +$293K 0.38% 91
2014
Q1 		$2.17M Buy
+108,660
New +$1.95M 0.35% 94

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

Baker Avenue Asset Management's TSM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its TSMC (TSM) stake by 47% in Q2 2026, buying an estimated $422K and bringing the position to 3,236 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #243.

Baker Avenue Asset Management first reported a position in TSM in Q1 2014 and has held it in 21 quarters since. The position peaked at $2.63M in Q2 2014. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Baker Avenue Asset Management held 3,236 shares of TSMC worth $1.55M as of Q2 2026.
  • Baker Avenue Asset Management bought 1,039 TSMC shares in Q2 2026, an estimated $422K.
  • TSMC made up 0.03% of Baker Avenue Asset Management's portfolio in Q2 2026, its #243 holding.
  • Baker Avenue Asset Management first reported a position in TSMC in Q1 2014 and has held it in 21 quarters since.
  • Baker Avenue Asset Management's TSMC position peaked at $2.63M in Q2 2014.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.