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 Q2	$722K	Buy	1,511 +386	+34%	+$157K	0.09%	57
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 $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

Dillon & Associates's TSM Position: Q2 2026 in Review

Dillon & Associates increased its TSMC (TSM) stake by 34% in Q2 2026, buying an estimated $157K and bringing the position to 1,511 shares worth $722K. The position accounts for 0.09% of the portfolio, ranked #57.

Dillon & Associates first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Dillon & Associates held 1,511 shares of TSMC worth $722K as of Q2 2026.
Dillon & Associates bought 386 TSMC shares in Q2 2026, an estimated $157K.
TSMC made up 0.09% of Dillon & Associates's portfolio in Q2 2026, its #57 holding.
Dillon & Associates first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Dillon & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.