Belpointe Asset Management’s TSMC TSM Stock Holding History

Belpointe 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 Q1	$5.76M	Buy	17,033 +3,322	+24%	+$1.14M	0.21%	89
2025 Q4	$4.17M	Buy	13,711 +372	+3%	+$109K	0.15%	105
2025 Q3	$3.73M	Buy	13,339 +2,000	+18%	+$489K	0.14%	123
2025 Q2	$2.57M	Buy	11,339 +2,149	+23%	+$398K	0.11%	168
2025 Q1	$1.53M	Sell	9,190 -5,102	-36%	-$991K	0.08%	237
2024 Q4	$2.46M	Buy	14,292 +4,216	+42%	+$816K	0.15%	136
2024 Q3	$1.75M	Sell	10,076 -4,097	-29%	-$698K	0.11%	189
2024 Q2	$2.46M	Buy	14,173 +1,463	+12%	+$222K	0.17%	117
2024 Q1	$1.73M	Sell	12,710 -1,062	-8%	-$132K	0.13%	146
2023 Q4	$1.43M	Sell	13,772 -413	-3%	-$39.4K	0.13%	161
2023 Q3	$1.23M	Buy	14,185 +2,379	+20%	+$225K	0.13%	162
2023 Q2	$1.19M	Sell	11,806 -32,274	-73%	-$3M	0.13%	153
2023 Q1	$4.1M	Buy	44,080 +15,912	+56%	+$1.43M	0.22%	83
2022 Q4	$2.1M	Sell	28,168 -7,377	-21%	-$534K	0.13%	166
2022 Q3	$2.44M	Buy	35,545 +4,734	+15%	+$391K	0.16%	120
2022 Q2	$2.52M	Buy	30,811 +529	+2%	+$48.9K	0.17%	127
2022 Q1	$3.16M	Buy	30,282 +2,232	+8%	+$261K	0.19%	106
2021 Q4	$3.37M	Buy	28,050 +6,408	+30%	+$751K	0.21%	96
2021 Q3	$2.42M	Buy	21,642 +4,240	+24%	+$498K	0.16%	128
2021 Q2	$2.09M	Buy	17,402 +916	+6%	+$107K	0.15%	148
2021 Q1	$1.95M	Sell	16,486 -2,451	-13%	-$304K	0.17%	133
2020 Q4	$2.06M	Buy	18,937 +5,213	+38%	+$494K	0.19%	118
2020 Q3	$1.11M	Buy	13,724 +2,943	+27%	+$224K	0.12%	184
2020 Q2	$612K	Buy	10,781 +4,839	+81%	+$255K	0.08%	256
2020 Q1	$284K	Buy	5,942 +173	+3%	+$9.46K	0.05%	357
2019 Q4	$336K	Buy	5,769 +2,782	+93%	+$148K	0.04%	420
2019 Q3	$139K	Buy	2,987 +246	+9%	+$10.5K	0.02%	580
2019 Q2	$107K	Sell	2,741 -720	-21%	-$29.6K	0.02%	586
2019 Q1	$142K	Buy	+3,461	New	+$132K	0.03%	368

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Belpointe Asset Management's TSM Position: Q1 2026 in Review

Belpointe Asset Management increased its TSMC (TSM) stake by 24% in Q1 2026, buying an estimated $1.14M and bringing the position to 17,033 shares worth $5.76M. The position accounts for 0.21% of the portfolio, ranked #89.

Belpointe Asset Management first reported a position in TSM in Q1 2019 and has held it in 29 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Belpointe Asset Management held 17,033 shares of TSMC worth $5.76M as of Q1 2026.
Belpointe Asset Management bought 3,322 TSMC shares in Q1 2026, an estimated $1.14M.
TSMC made up 0.21% of Belpointe Asset Management's portfolio in Q1 2026, its #89 holding.
Belpointe Asset Management first reported a position in TSMC in Q1 2019 and has held it in 29 quarters since.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.