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Caldwell Trust’s TSMC TSM Stock Holding History

Caldwell Trust’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 		$10.5M Buy
22,037
+536
+2% +$218K 0.85% 29
2026
Q1 		$7.27M Buy
21,501
+21
+0.1% +$7.23K 0.65% 41
2025
Q4 		$6.53M Buy
21,480
+2,429
+13% +$713K 0.58% 42
2025
Q3 		$5.32M Sell
19,051
-900
-5% -$220K 0.5% 48
2025
Q2 		$4.52M Buy
19,951
+902
+5% +$167K 0.45% 58
2025
Q1 		$3.16M Buy
19,049
+1,993
+12% +$387K 0.34% 68
2024
Q4 		$3.37M Buy
17,056
+3,083
+22% +$597K 0.35% 65
2024
Q3 		$2.43M Buy
13,973
+3,724
+36% +$635K 0.25% 84
2024
Q2 		$1.78M Buy
10,249
+1,847
+22% +$280K 0.2% 103
2024
Q1 		$1.14M Buy
8,402
+3,010
+56% +$374K 0.13% 132
2023
Q4 		$561K Buy
5,392
+1,160
+27% +$111K 0.07% 194
2023
Q3 		$368K Buy
4,232
+3,596
+565% +$340K 0.05% 227
2023
Q2 		$64.2K Buy
636
+205
+48% +$19.1K 0.01% 412
2023
Q1 		$40.1K Buy
431
+231
+116% +$20.7K 0.01% 468
2022
Q4 		$14.9K Sell
200
-1,400
-88% -$101K ﹤0.01% 578
2022
Q3 		$110K Hold
1,600
– – 0.02% 335
2022
Q2 		$131K Sell
1,600
-450
-22% -$41.6K 0.02% 329
2022
Q1 		$214K Hold
2,050
– – 0.03% 279
2021
Q4 		$247K Hold
2,050
– – 0.03% 259
2021
Q3 		$229K Hold
2,050
– – 0.03% 261
2021
Q2 		$246K Hold
2,050
– – 0.03% 255
2021
Q1 		$242K Hold
2,050
– – 0.03% 246
2020
Q4 		$224K Hold
2,050
– – 0.03% 241
2020
Q3 		$166K Sell
2,050
-500
-20% -$38K 0.03% 266
2020
Q2 		$145K Hold
2,550
– – 0.02% 283
2020
Q1 		$122K Hold
2,550
– – 0.02% 295
2019
Q4 		$148K Buy
+2,550
New +$135K 0.02% 314

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

Caldwell Trust's TSM Position: Q2 2026 in Review

Caldwell Trust increased its TSMC (TSM) stake by 2.5% in Q2 2026, buying an estimated $218K and bringing the position to 22,037 shares worth $10.5M. The position accounts for 0.85% of the portfolio, ranked #29.

Caldwell Trust first reported a position in TSM in Q4 2019 and has held it in 27 quarters since. 3,580 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Caldwell Trust held 22,037 shares of TSMC worth $10.5M as of Q2 2026.
  • Caldwell Trust bought 536 TSMC shares in Q2 2026, an estimated $218K.
  • TSMC made up 0.85% of Caldwell Trust's portfolio in Q2 2026, its #29 holding.
  • Caldwell Trust first reported a position in TSMC in Q4 2019 and has held it in 27 quarters since.
  • 3,580 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.