Cumberland Partners’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6M | Sell |
37,423
-33,729
| -47% | -$11.6M | 0.96% | 31 |
|
|
2025
Q4 | $21.6M | Buy |
71,152
+31,450
| +79% | +$9.23M | 1.32% | 20 |
|
|
2025
Q3 | $11.1M | Sell |
39,702
-1,400
| -3% | -$342K | 0.72% | 30 |
|
|
2025
Q2 | $9.31M | Sell |
41,102
-4,500
| -10% | -$834K | 0.65% | 34 |
|
|
2025
Q1 | $7.57M | Sell |
45,602
-3,290
| -7% | -$639K | 0.58% | 36 |
|
|
2024
Q4 | $9.66M | Hold |
48,892
| – | – | 0.67% | 37 |
|
|
2024
Q3 | $8.49M | Buy |
48,892
+1,740
| +4% | +$297K | 0.59% | 37 |
|
|
2024
Q2 | $8.2M | Sell |
47,152
-411
| -0.9% | -$62.3K | 0.6% | 37 |
|
|
2024
Q1 | $6.47M | Sell |
47,563
-3,314
| -7% | -$412K | 0.47% | 41 |
|
|
2023
Q4 | $4.86M | Buy |
50,877
+6,880
| +16% | +$656K | 0.45% | 50 |
|
|
2023
Q3 | $3.82M | Buy |
43,997
+4,900
| +13% | +$463K | 0.37% | 59 |
|
|
2023
Q2 | $3.95M | Buy |
39,097
+2,975
| +8% | +$277K | 0.36% | 61 |
|
|
2023
Q1 | $3.36M | Buy |
36,122
+32,850
| +1,004% | +$2.95M | 0.33% | 62 |
|
|
2022
Q4 | $244K | Sell |
3,272
-9,228
| -74% | -$668K | 0.03% | 158 |
|
|
2022
Q3 | $857K | Buy |
12,500
+1,398
| +13% | +$116K | 0.09% | 113 |
|
|
2022
Q2 | $907K | Buy |
11,102
+1,000
| +10% | +$92.5K | 0.09% | 110 |
|
|
2022
Q1 | $1.05M | Sell |
10,102
-95,031
| -90% | -$11.1M | 0.08% | 115 |
|
|
2021
Q4 | $12.6M | Buy |
105,133
+4,025
| +4% | +$471K | 0.89% | 33 |
|
|
2021
Q3 | $11.3M | Buy |
101,108
+4,146
| +4% | +$487K | 0.92% | 33 |
|
|
2021
Q2 | $11.7M | Sell |
96,962
-138
| -0.1% | -$16.2K | 0.91% | 35 |
|
|
2021
Q1 | $11.5M | Buy |
97,100
+2,618
| +3% | +$324K | 0.95% | 34 |
|
|
2020
Q4 | $10.3M | Buy |
94,482
+15,178
| +19% | +$1.44M | 0.92% | 34 |
|
|
2020
Q3 | $6.43M | Sell |
79,304
-41,645
| -34% | -$3.16M | 0.67% | 43 |
|
|
2020
Q2 | $6.87M | Buy |
120,949
+6,299
| +5% | +$332K | 0.71% | 42 |
|
|
2020
Q1 | $5.48M | Sell |
114,650
-1,030
| -0.9% | -$56.3K | 0.66% | 40 |
|
|
2019
Q4 | $6.72M | Buy |
115,680
+2,075
| +2% | +$110K | 0.6% | 51 |
|
|
2019
Q3 | $5.28M | Sell |
113,605
-400
| -0.4% | -$17.1K | 0.51% | 53 |
|
|
2019
Q2 | $4.46M | Buy |
114,005
+725
| +0.6% | +$29.8K | 0.43% | 56 |
|
|
2019
Q1 | $4.64M | Buy |
113,280
+500
| +0.4% | +$19.1K | 0.47% | 54 |
|
|
2018
Q4 | $4.16M | Sell |
112,780
-765
| -0.7% | -$29.1K | 0.47% | 47 |
|
|
2018
Q3 | $5.01M | Sell |
113,545
-50
| -0% | -$2.07K | 0.48% | 46 |
|
|
2018
Q2 | $4.15M | Buy |
113,595
+8,700
| +8% | +$344K | 0.42% | 54 |
|
|
2018
Q1 | $4.59M | Buy |
104,895
+3,880
| +4% | +$169K | 0.65% | 39 |
|
|
2017
Q4 | $4M | Buy |
101,015
+3,400
| +3% | +$138K | 0.53% | 41 |
|
|
2017
Q3 | $3.67M | Sell |
97,615
-1,750
| -2% | -$63.9K | 0.49% | 41 |
|
|
2017
Q2 | $3.47M | Buy |
99,365
+37,425
| +60% | +$1.29M | 0.49% | 44 |
|
|
2017
Q1 | $2.03M | Buy |
+61,940
| New | +$1.93M | 0.3% | 49 |
|
Other funds holding TSM
Cumberland Partners's TSM Position: Q1 2026 in Review
Cumberland Partners reduced its TSMC (TSM) stake by 47% in Q1 2026, selling an estimated $11.6M and leaving 37,423 shares worth $12.6M. The position accounts for 0.96% of the portfolio, ranked #31.
Cumberland Partners first reported a position in TSM in Q1 2017 and has held it in 37 quarters since. The position peaked at $21.6M in Q4 2025. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.
- Cumberland Partners held 37,423 shares of TSMC worth $12.6M as of Q1 2026.
- Cumberland Partners sold 33,729 TSMC shares in Q1 2026, an estimated $11.6M.
- TSMC made up 0.96% of Cumberland Partners's portfolio in Q1 2026, its #31 holding.
- Cumberland Partners first reported a position in TSMC in Q1 2017 and has held it in 37 quarters since.
- Cumberland Partners's TSMC position peaked at $21.6M in Q4 2025.
- 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.
Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.