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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
Q2 		$23.5M Buy
49,233
+7,856
+19% +$3.19M 1.77% 18
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 $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

Callahan Advisors's TSM Position: Q2 2026 in Review

Callahan Advisors increased its TSMC (TSM) stake by 19% in Q2 2026, buying an estimated $3.19M and bringing the position to 49,233 shares worth $23.5M. The position accounts for 1.77% of the portfolio, ranked #18.

Callahan Advisors first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 3,580 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Callahan Advisors held 49,233 shares of TSMC worth $23.5M as of Q2 2026.
  • Callahan Advisors bought 7,856 TSMC shares in Q2 2026, an estimated $3.19M.
  • TSMC made up 1.77% of Callahan Advisors's portfolio in Q2 2026, its #18 holding.
  • Callahan Advisors first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • 3,580 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.