Donaldson Capital Management’s TSMC TSM Stock Holding History

Donaldson 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 Q2	$13.6M	Buy	28,373 +2,053	+8%	+$833K	0.39%	51
2026 Q1	$8.89M	Sell	26,320 -5,157	-16%	-$1.77M	0.29%	47
2025 Q4	$9.57M	Buy	31,477 +2,510	+9%	+$736K	0.3%	49
2025 Q3	$8.09M	Buy	28,967 +7,559	+35%	+$1.85M	0.26%	55
2025 Q2	$4.85M	Buy	21,408 +2,026	+10%	+$375K	0.18%	65
2025 Q1	$3.22M	Buy	19,382 +1,955	+11%	+$380K	0.12%	85
2024 Q4	$3.44M	Buy	17,427 +454	+3%	+$87.9K	0.13%	78
2024 Q3	$2.95M	Buy	16,973 +1,298	+8%	+$221K	0.11%	84
2024 Q2	$2.72M	Buy	15,675 +392	+3%	+$59.5K	0.11%	81
2024 Q1	$2.08M	Sell	15,283 -477	-3%	-$59.2K	0.09%	95
2023 Q4	$1.64M	Buy	15,760 +2,143	+16%	+$204K	0.07%	101
2023 Q3	$1.18M	Buy	13,617 +1,636	+14%	+$155K	0.06%	115
2023 Q2	$1.21M	Sell	11,981 -21	-0.2%	-$1.95K	0.06%	107
2023 Q1	$1.12M	Sell	12,002 -330	-3%	-$29.6K	0.05%	108
2022 Q4	$919K	Sell	12,332 -403	-3%	-$29.2K	0.04%	121
2022 Q3	$873K	Buy	12,735 +2,191	+21%	+$181K	0.05%	119
2022 Q2	$862K	Buy	+10,544	New	+$975K	0.04%	123

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

Donaldson Capital Management's TSM Position: Q2 2026 in Review

Donaldson Capital Management increased its TSMC (TSM) stake by 7.8% in Q2 2026, buying an estimated $833K and bringing the position to 28,373 shares worth $13.6M. The position accounts for 0.39% of the portfolio, ranked #51.

Donaldson Capital Management first reported a position in TSM in Q2 2022 and has held it in 17 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Donaldson Capital Management held 28,373 shares of TSMC worth $13.6M as of Q2 2026.
Donaldson Capital Management bought 2,053 TSMC shares in Q2 2026, an estimated $833K.
TSMC made up 0.39% of Donaldson Capital Management's portfolio in Q2 2026, its #51 holding.
Donaldson Capital Management first reported a position in TSMC in Q2 2022 and has held it in 17 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.