CapWealth Advisors’s TSMC TSM Stock Holding History

CapWealth 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	$33.1M	Sell	69,262 -1,361	-2%	-$552K	2.27%	12
2026 Q1	$23.9M	Sell	70,623 -35,016	-33%	-$12M	1.77%	22
2025 Q4	$32.1M	Sell	105,639 -3,087	-3%	-$906K	2.2%	13
2025 Q3	$30.4M	Sell	108,726 -3,059	-3%	-$748K	2.09%	14
2025 Q2	$25.3M	Sell	111,785 -558	-0.5%	-$103K	2.49%	13
2025 Q1	$18.6M	Buy	112,343 +1,560	+1%	+$303K	2.02%	20
2024 Q4	$21.9M	Sell	110,783 -1,320	-1%	-$255K	2.4%	14
2024 Q3	$19.5M	Sell	112,103 -5,971	-5%	-$1.02M	2.12%	21
2024 Q2	$20.5M	Sell	118,074 -1,867	-2%	-$283K	2.59%	11
2024 Q1	$16.3M	Sell	119,941 -2,369	-2%	-$294K	1.83%	24
2023 Q4	$12.7M	Buy	122,310 +21,329	+21%	+$2.03M	1.55%	27
2023 Q3	$8.78M	Sell	100,981 -3,506	-3%	-$332K	1.13%	35
2023 Q2	$10.5M	Sell	104,487 -162	-0.2%	-$15.1K	1.29%	34
2023 Q1	$9.73M	Buy	104,649 +28,060	+37%	+$2.52M	1.21%	36
2022 Q4	$5.71M	Buy	+76,589	New	+$5.54M	0.67%	46
2016 Q4	–	Sell	-28	Closed	-$1K	–	240
2016 Q3	$1K	Buy	+28	New	+$801	﹤0.01%	287
2014 Q2	–	Sell	-500	Closed	-$10K	–	387
2014 Q1	$10K	Hold	500	–	–	﹤0.01%	256
2013 Q4	$9K	Hold	500	–	–	﹤0.01%	268
2013 Q3	$8K	Hold	500	–	–	﹤0.01%	327
2013 Q2	$9K	Buy	+500	New	+$9.21K	﹤0.01%	299

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CapWealth Advisors's TSM Position: Q2 2026 in Review

CapWealth Advisors reduced its TSMC (TSM) stake by 1.9% in Q2 2026, selling an estimated $552K and leaving 69,262 shares worth $33.1M. The position accounts for 2.27% of the portfolio, ranked #12.

CapWealth Advisors first reported a position in TSM in Q2 2013 and has held it in 20 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

CapWealth Advisors held 69,262 shares of TSMC worth $33.1M as of Q2 2026.
CapWealth Advisors sold 1,361 TSMC shares in Q2 2026, an estimated $552K.
TSMC made up 2.27% of CapWealth Advisors's portfolio in Q2 2026, its #12 holding.
CapWealth Advisors first reported a position in TSMC in Q2 2013 and has held it in 20 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.