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Bedell Frazier Investment Counselling’s TSMC TSM Stock Holding History

Bedell Frazier Investment Counselling’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 		$4.44M Sell
13,133
-133
-1% -$45.8K 0.9% 37
2025
Q4 		$4.03M Buy
13,266
+212
+2% +$62.2K 0.78% 42
2025
Q3 		$3.65M Buy
+13,054
New +$3.19M 0.75% 41

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 $99.8B AUM 47.9% 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 $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 1-Year Est. Return

Bedell Frazier Investment Counselling's TSM Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its TSMC (TSM) stake by 1% in Q1 2026, selling an estimated $45.8K and leaving 13,133 shares worth $4.44M. The position accounts for 0.9% of the portfolio, ranked #37.

Bedell Frazier Investment Counselling first reported a position in TSM in Q3 2025 and has held it in 3 quarters since. 3,265 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Bedell Frazier Investment Counselling held 13,133 shares of TSMC worth $4.44M as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 133 TSMC shares in Q1 2026, an estimated $45.8K.
  • TSMC made up 0.9% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #37 holding.
  • Bedell Frazier Investment Counselling first reported a position in TSMC in Q3 2025 and has held it in 3 quarters since.
  • 3,265 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.