BDFS Capital’s TSMC TSM Stock Holding History

BDFS Capital’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	$860K	Sell	1,800 -242	-12%	-$98.2K	0.37%	49
2026 Q1	$690K	Sell	2,042 -67	-3%	-$23.1K	0.33%	54
2025 Q4	$642K	Buy	+2,109	New	+$619K	0.32%	51

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

BDFS Capital's TSM Position: Q2 2026 in Review

BDFS Capital reduced its TSMC (TSM) stake by 12% in Q2 2026, selling an estimated $98.2K and leaving 1,800 shares worth $860K. The position accounts for 0.37% of the portfolio, ranked #49.

BDFS Capital first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,544 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

BDFS Capital held 1,800 shares of TSMC worth $860K as of Q2 2026.
BDFS Capital sold 242 TSMC shares in Q2 2026, an estimated $98.2K.
TSMC made up 0.37% of BDFS Capital's portfolio in Q2 2026, its #49 holding.
BDFS Capital first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
3,544 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.