Connective Portfolio Management’s TSMC TSM Stock Holding History

Connective Portfolio 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 Q3	$1.82M	Sell	4,000 -1,100	-22%	-$466K	2.73%	12
2026 Q2	$2.44M	Buy	+5,100	New	+$2.07M	4.06%	8
2024 Q4	–	Sell	-5,260	Closed	-$691K	–	69
2024 Q3	$691K	Sell	5,260 -7,500	-59%	-$1.28M	1.22%	31
2024 Q2	$2.22M	Buy	+12,760	New	+$1.94M	3.61%	6
2023 Q3	–	Sell	-9,660	Closed	-$995K	–	55
2023 Q2	$995K	Buy	+9,660	New	+$899K	2.47%	16
2023 Q1	–	Sell	-13,660	Closed	-$1.02M	–	50
2022 Q4	$1.02M	Buy	+13,660	New	+$988K	2.17%	21

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Connective Portfolio Management's TSM Position: Q3 2026 in Review

Connective Portfolio Management reduced its TSMC (TSM) stake by 22% in Q3 2026, selling an estimated $466K and leaving 4,000 shares worth $1.82M. The position accounts for 2.73% of the portfolio, ranked #12.

Connective Portfolio Management first reported a position in TSM in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.44M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Connective Portfolio Management held 4,000 shares of TSMC worth $1.82M as of Q3 2026.
Connective Portfolio Management sold 1,100 TSMC shares in Q3 2026, an estimated $466K.
TSMC made up 2.73% of Connective Portfolio Management's portfolio in Q3 2026, its #12 holding.
Connective Portfolio Management first reported a position in TSMC in Q4 2022 and has held it in 6 quarters since.
Connective Portfolio Management's TSMC position peaked at $2.44M in Q2 2026.
2,356 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Connective Portfolio Management's 13F filing for Q3 2026, filed 22 Oct 2026.