Cape Investment Advisory’s TSMC TSM Stock Holding History

Cape Investment Advisory’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	$2.67M	Sell	7,894 -1,383	-15%	-$476K	0.89%	24
2025 Q4	$2.82M	Sell	9,277 -300	-3%	-$88K	0.87%	22
2025 Q3	$2.67M	Sell	9,577 -1,080	-10%	-$264K	2.63%	5
2025 Q2	$2.41M	Buy	10,657 +365	+4%	+$67.6K	0.88%	21
2025 Q1	$1.71M	Sell	10,292 -451	-4%	-$87.6K	0.68%	31
2024 Q4	$2.12M	Sell	10,743 -2,001	-16%	-$387K	0.83%	24
2024 Q3	$2.21M	Sell	12,744 -97	-0.8%	-$16.5K	0.9%	24
2024 Q2	$2.23M	Buy	12,841 +97	+0.8%	+$14.7K	1%	21
2024 Q1	$1.73M	Buy	12,744 +155	+1%	+$19.3K	0.81%	25
2023 Q4	$1.31M	Buy	12,589 +315	+3%	+$30K	0.64%	32
2023 Q3	$1.07M	Buy	12,274 +393	+3%	+$37.2K	0.6%	35
2023 Q2	$1.2M	Sell	11,881 -55	-0.5%	-$5.12K	0.67%	34
2023 Q1	$1.11M	Buy	+11,936	New	+$1.07M	0.68%	33

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

Cape Investment Advisory's TSM Position: Q1 2026 in Review

Cape Investment Advisory reduced its TSMC (TSM) stake by 15% in Q1 2026, selling an estimated $476K and leaving 7,894 shares worth $2.67M. The position accounts for 0.89% of the portfolio, ranked #24.

Cape Investment Advisory first reported a position in TSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.82M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Cape Investment Advisory held 7,894 shares of TSMC worth $2.67M as of Q1 2026.
Cape Investment Advisory sold 1,383 TSMC shares in Q1 2026, an estimated $476K.
TSMC made up 0.89% of Cape Investment Advisory's portfolio in Q1 2026, its #24 holding.
Cape Investment Advisory first reported a position in TSMC in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's TSMC position peaked at $2.82M in Q4 2025.
3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.