Carnegie Investment Counsel’s TSMC TSM Stock Holding History

Carnegie Investment Counsel’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	$33.5M	Buy	73,641 +55,557	+307%	+$22.5M	0.67%	41
2026 Q1	$6.11M	Sell	18,084 -4,925	-21%	-$1.69M	0.12%	165
2025 Q4	$6.99M	Sell	23,009 -1,757	-7%	-$516K	0.13%	157
2025 Q3	$6.92M	Buy	24,766 +299	+1%	+$73.1K	0.13%	151
2025 Q2	$5.54M	Buy	24,467 +711	+3%	+$132K	0.11%	166
2025 Q1	$3.49M	Buy	23,756 +8,790	+59%	+$1.71M	0.08%	183
2024 Q4	$2.96M	Buy	14,966 +560	+4%	+$108K	0.08%	176
2024 Q3	$2.5M	Buy	14,406 +7,846	+120%	+$1.34M	0.07%	193
2024 Q2	$1.14M	Buy	6,560 +3,195	+95%	+$485K	0.04%	258
2024 Q1	$458K	Buy	+3,365	New	+$418K	0.01%	366
2023 Q2	–	Sell	-5,355	Closed	-$498K	–	513
2023 Q1	$498K	Sell	5,355 -76	-1%	-$6.82K	0.02%	355
2022 Q4	$405K	Buy	+5,431	New	+$393K	0.02%	385
2022 Q3	–	Sell	-9,790	Closed	-$800K	–	491
2022 Q2	$800K	Buy	9,790 +93	+1%	+$8.6K	0.04%	279
2022 Q1	$1.01M	Sell	9,697 -1,809	-16%	-$212K	0.04%	268
2021 Q4	$1.38M	Sell	11,506 -1,849	-14%	-$217K	0.05%	244
2021 Q3	$1.49M	Sell	13,355 -1,000	-7%	-$117K	0.06%	212
2021 Q2	$1.73M	Sell	14,355 -780	-5%	-$91.4K	0.07%	202
2021 Q1	$1.78M	Buy	15,135 +268	+2%	+$33.2K	0.07%	193
2020 Q4	$1.62M	Buy	14,867 +3,037	+26%	+$288K	0.07%	189
2020 Q3	$950K	Buy	+11,830	New	+$899K	0.05%	220

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

Carnegie Investment Counsel's TSM Position: Q2 2026 in Review

Carnegie Investment Counsel increased its TSMC (TSM) stake by 307% in Q2 2026, buying an estimated $22.5M and bringing the position to 73,641 shares worth $33.5M. The position accounts for 0.67% of the portfolio, ranked #41.

Carnegie Investment Counsel first reported a position in TSM in Q3 2020 and has held it in 20 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Carnegie Investment Counsel held 73,641 shares of TSMC worth $33.5M as of Q2 2026.
Carnegie Investment Counsel bought 55,557 TSMC shares in Q2 2026, an estimated $22.5M.
TSMC made up 0.67% of Carnegie Investment Counsel's portfolio in Q2 2026, its #41 holding.
Carnegie Investment Counsel first reported a position in TSMC in Q3 2020 and has held it in 20 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.