Eagle Capital Management (New York)’s TSMC TSM Stock Holding History

Eagle Capital Management (New York)’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	$2.11B	Sell	4,423,550 -454,725	-9%	-$185M	6.45%	4
2026 Q1	$1.65B	Sell	4,878,275 -82,031	-2%	-$28.2M	5.53%	3
2025 Q4	$1.51B	Sell	4,960,306 -77,602	-2%	-$22.8M	4.69%	7
2025 Q3	$1.41B	Sell	5,037,908 -2,535	-0.1%	-$620K	4.48%	10
2025 Q2	$1.14B	Sell	5,040,443 -109,974	-2%	-$20.4M	3.76%	11
2025 Q1	$855M	Sell	5,150,417 -40,483	-0.8%	-$7.87M	3.12%	15
2024 Q4	$1.03B	Sell	5,190,900 -5,250	-0.1%	-$1.02M	3.74%	12
2024 Q3	$902M	Sell	5,196,150 -920,600	-15%	-$157M	3.35%	14
2024 Q2	$1.06B	Sell	6,116,750 -111,957	-2%	-$17M	3.94%	11
2024 Q1	$847M	Buy	6,228,707 +468,487	+8%	+$58.2M	3.28%	13
2023 Q4	$599M	Buy	+5,760,220	New	+$549M	2.54%	17

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

Eagle Capital Management (New York)'s TSM Position: Q2 2026 in Review

Eagle Capital Management (New York) reduced its TSMC (TSM) stake by 9.3% in Q2 2026, selling an estimated $185M and leaving 4,423,550 shares worth $2.11B. The position accounts for 6.45% of the portfolio, ranked #4.

Eagle Capital Management (New York) first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,569 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Eagle Capital Management (New York) held 4,423,550 shares of TSMC worth $2.11B as of Q2 2026.
Eagle Capital Management (New York) sold 454,725 TSMC shares in Q2 2026, an estimated $185M.
TSMC made up 6.45% of Eagle Capital Management (New York)'s portfolio in Q2 2026, its #4 holding.
Eagle Capital Management (New York) first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
3,569 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.