Edgewood Management’s TSMC TSM Stock Holding History

Edgewood 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	$3.15M	Sell	6,600 -4,500	-41%	-$1.83M	0.03%	46
2026 Q1	$3.75M	Hold	11,100	–	–	0.02%	41
2025 Q4	$3.37M	Hold	11,100	–	–	0.02%	45
2025 Q3	$3.1M	Hold	11,100	–	–	0.01%	42
2025 Q2	$2.51M	Sell	11,100 -3,900	-26%	-$722K	0.01%	46
2025 Q1	$2.49M	Hold	15,000	–	–	0.01%	49
2024 Q4	$2.96M	Hold	15,000	–	–	0.01%	46
2024 Q3	$2.61M	Hold	15,000	–	–	0.01%	45
2024 Q2	$2.61M	Buy	15,000 +2,000	+15%	+$303K	0.01%	47
2024 Q1	$1.77M	Hold	13,000	–	–	﹤0.01%	50
2023 Q4	$1.35M	Buy	13,000 +8,000	+160%	+$763K	﹤0.01%	54
2023 Q3	$435K	Buy	+5,000	New	+$473K	﹤0.01%	67

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

Edgewood Management's TSM Position: Q2 2026 in Review

Edgewood Management reduced its TSMC (TSM) stake by 41% in Q2 2026, selling an estimated $1.83M and leaving 6,600 shares worth $3.15M. The position accounts for 0.03% of the portfolio, ranked #46.

Edgewood Management first reported a position in TSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.75M in Q1 2026. 3,552 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Edgewood Management held 6,600 shares of TSMC worth $3.15M as of Q2 2026.
Edgewood Management sold 4,500 TSMC shares in Q2 2026, an estimated $1.83M.
TSMC made up 0.03% of Edgewood Management's portfolio in Q2 2026, its #46 holding.
Edgewood Management first reported a position in TSMC in Q3 2023 and has held it in 12 quarters since.
Edgewood Management's TSMC position peaked at $3.75M in Q1 2026.
3,552 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.