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Callahan Advisors’s TSMC TSM Stock Holding History

Callahan Advisors’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 		$14M Buy
41,377
+7,879
+24% +$2.71M 1.17% 29
2025
Q4 		$10.2M Buy
33,498
+1,903
+6% +$558K 0.84% 34
2025
Q3 		$8.82M Buy
31,595
+6,028
+24% +$1.47M 0.75% 43
2025
Q2 		$5.79M Buy
25,567
+13,330
+109% +$2.47M 0.52% 52
2025
Q1 		$2.03M Buy
12,237
+1,918
+19% +$373K 0.19% 89
2024
Q4 		$2.04M Buy
10,319
+1,959
+23% +$379K 0.19% 88
2024
Q3 		$1.45M Buy
8,360
+3,358
+67% +$572K 0.14% 93
2024
Q2 		$869K Buy
+5,002
New +$759K 0.09% 103

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 $83.9B AUM 37.89% 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 $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 34.61% 1-Year Est. Return

Callahan Advisors's TSM Position: Q1 2026 in Review

Callahan Advisors increased its TSMC (TSM) stake by 24% in Q1 2026, buying an estimated $2.71M and bringing the position to 41,377 shares worth $14M. The position accounts for 1.17% of the portfolio, ranked #29.

Callahan Advisors first reported a position in TSM in Q2 2024 and has held it in 8 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Callahan Advisors held 41,377 shares of TSMC worth $14M as of Q1 2026.
  • Callahan Advisors bought 7,879 TSMC shares in Q1 2026, an estimated $2.71M.
  • TSMC made up 1.17% of Callahan Advisors's portfolio in Q1 2026, its #29 holding.
  • Callahan Advisors first reported a position in TSMC in Q2 2024 and has held it in 8 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.