Dillon & Associates’s TSMC TSM Stock Holding History

Dillon & Associates’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	$380K	Buy	1,125 +125	+13%	+$43K	0.05%	59
2025 Q4	$304K	Buy	+1,000	New	+$293K	0.04%	68

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

Dillon & Associates's TSM Position: Q1 2026 in Review

Dillon & Associates increased its TSMC (TSM) stake by 13% in Q1 2026, buying an estimated $43K and bringing the position to 1,125 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #59.

Dillon & Associates first reported a position in TSM in Q4 2025 and has held it in 2 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Dillon & Associates held 1,125 shares of TSMC worth $380K as of Q1 2026.
Dillon & Associates bought 125 TSMC shares in Q1 2026, an estimated $43K.
TSMC made up 0.05% of Dillon & Associates's portfolio in Q1 2026, its #59 holding.
Dillon & Associates first reported a position in TSMC in Q4 2025 and has held it in 2 quarters since.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Dillon & Associates's 13F filing for Q1 2026, filed 7 May 2026.