Charter Oak Capital Management’s TSMC TSM Stock Holding History

Charter Oak Capital Management’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	$387K	Buy	1,144 +44	+4%	+$15.1K	0.03%	139
2025 Q4	$334K	Buy	1,100 +20	+2%	+$5.87K	0.03%	159
2025 Q3	$302K	Buy	1,080 +103	+11%	+$25.2K	0.02%	170
2025 Q2	$221K	Buy	+977	New	+$181K	0.02%	188
2022 Q2	–	Sell	-185	Closed	-$19K	–	1017
2022 Q1	$19K	Buy	+185	New	+$21.6K	﹤0.01%	528

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

Charter Oak Capital Management's TSM Position: Q1 2026 in Review

Charter Oak Capital Management increased its TSMC (TSM) stake by 4% in Q1 2026, buying an estimated $15.1K and bringing the position to 1,144 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #139.

Charter Oak Capital Management first reported a position in TSM in Q1 2022 and has held it in 5 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Charter Oak Capital Management held 1,144 shares of TSMC worth $387K as of Q1 2026.
Charter Oak Capital Management bought 44 TSMC shares in Q1 2026, an estimated $15.1K.
TSMC made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #139 holding.
Charter Oak Capital Management first reported a position in TSMC in Q1 2022 and has held it in 5 quarters since.
3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.