B
TSM icon

Bellecapital’s TSMC TSM Stock Holding History

Bellecapital’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 		$31.4M Sell
65,724
-26,359
-29% -$10.7M 5.02% 4
2026
Q1 		$31.1M Buy
92,083
+981
+1% +$338K 5.61% 2
2025
Q4 		$27.7M Sell
91,102
-20,953
-19% -$6.15M 4.91% 4
2025
Q3 		$31.3M Sell
112,055
-26
-0% -$6.36K 5.05% 4
2025
Q2 		$25.4M Buy
112,081
+99,740
+808% +$18.5M 4.51% 4
2025
Q1 		$2.05M Buy
12,341
+936
+8% +$182K 0.4% 43
2024
Q4 		$2.25M Buy
11,405
+1,967
+21% +$381K 0.4% 44
2024
Q3 		$1.64M Buy
9,438
+824
+10% +$140K 0.33% 54
2024
Q2 		$1.5M Sell
8,614
-60
-0.7% -$9.1K 0.32% 52
2024
Q1 		$1.18M Buy
8,674
+1,220
+16% +$152K 0.26% 61
2023
Q4 		$775K Buy
7,454
+42
+0.6% +$4K 0.18% 77
2023
Q3 		$644K Buy
7,412
+3,603
+95% +$341K 0.16% 90
2023
Q2 		$384K Buy
+3,809
New +$354K 0.09% 118
2022
Q3 		– Sell
-4,016
Closed -$328K – 209
2022
Q2 		$328K Sell
4,016
-412
-9% -$38.1K 0.09% 145
2022
Q1 		$462K Sell
4,428
-253
-5% -$29.6K 0.15% 122
2021
Q4 		$563K Sell
4,681
-487
-9% -$57K 0.16% 107
2021
Q3 		$577K Hold
5,168
– – 0.18% 101
2021
Q2 		$621K Hold
5,168
– – 0.19% 97
2021
Q1 		$611K Sell
5,168
-60
-1% -$7.43K 0.19% 90
2020
Q4 		$570K Buy
5,228
+2,378
+83% +$226K 0.19% 95
2020
Q3 		$231K Buy
+2,850
New +$217K 0.11% 144
2020
Q1 		– Sell
-3,930
Closed -$228K – 172
2019
Q4 		$228K Buy
+3,930
New +$208K 0.12% 131

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

Bellecapital's TSM Position: Q2 2026 in Review

Bellecapital reduced its TSMC (TSM) stake by 29% in Q2 2026, selling an estimated $10.7M and leaving 65,724 shares worth $31.4M. The position accounts for 5.02% of the portfolio, ranked #4.

Bellecapital first reported a position in TSM in Q4 2019 and has held it in 22 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Bellecapital held 65,724 shares of TSMC worth $31.4M as of Q2 2026.
  • Bellecapital sold 26,359 TSMC shares in Q2 2026, an estimated $10.7M.
  • TSMC made up 5.02% of Bellecapital's portfolio in Q2 2026, its #4 holding.
  • Bellecapital first reported a position in TSMC in Q4 2019 and has held it in 22 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.