EAM
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Erste Asset Management’s TSMC TSM Stock Holding History

Erste Asset 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 		$94M Sell
206,836
-48,177
-19% -$19.5M 0.73% 25
2026
Q1 		$80.6M Buy
255,013
+83,548
+49% +$28.8M 0.75% 29
2025
Q4 		$51.8M Sell
171,465
-1,953
-1% -$573K 0.43% 57
2025
Q3 		$47.3M Sell
173,418
-44,859
-21% -$11M 0.46% 62
2025
Q2 		$49.5M Buy
218,277
+58,373
+37% +$10.8M 0.42% 61
2025
Q1 		$26.5M Sell
159,904
-6,196
-4% -$1.2M 0.34% 74
2024
Q4 		$33.4M Buy
166,100
+62,580
+60% +$12.1M 0.41% 66
2024
Q3 		$18.1M Buy
103,520
+550
+0.5% +$93.7K 0.22% 115
2024
Q2 		$17.8M Buy
102,970
+55,850
+119% +$8.47M 0.24% 102
2024
Q1 		$6.45M Buy
47,120
+25,300
+116% +$3.14M 0.09% 202
2023
Q4 		$2.27M Hold
21,820
– – 0.03% 284
2023
Q3 		$1.89M Sell
21,820
-48,380
-69% -$4.57M 0.03% 279
2023
Q2 		$7.07M Sell
70,200
-2,400
-3% -$223K 0.12% 174
2023
Q1 		$6.72M Sell
72,600
-6,000
-8% -$539K 0.13% 179
2022
Q4 		$5.95M Buy
78,600
+71,000
+934% +$5.14M 0.13% 180
2022
Q3 		$548K Sell
7,600
-400
-5% -$33.1K 0.01% 412
2022
Q2 		$674K Sell
8,000
-55,700
-87% -$5.15M 0.02% 395
2022
Q1 		$6.82M Sell
63,700
-12,200
-16% -$1.43M 0.13% 187
2021
Q4 		$9.22M Buy
75,900
+3,600
+5% +$422K 0.17% 152
2021
Q3 		$8.07M Buy
72,300
+3,400
+5% +$399K 0.16% 154
2021
Q2 		$8.28M Buy
68,900
+9,150
+15% +$1.07M 0.16% 147
2021
Q1 		$6.87M Buy
59,750
+58,950
+7,369% +$7.3M 0.17% 155
2020
Q4 		$87.1K Buy
+800
New +$75.9K ﹤0.01% 458

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Erste Asset Management's TSM Position: Q2 2026 in Review

Erste Asset Management reduced its TSMC (TSM) stake by 19% in Q2 2026, selling an estimated $19.5M and leaving 206,836 shares worth $94M. The position accounts for 0.73% of the portfolio, ranked #25.

Erste Asset Management first reported a position in TSM in Q4 2020 and has held it in 23 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Erste Asset Management held 206,836 shares of TSMC worth $94M as of Q2 2026.
  • Erste Asset Management sold 48,177 TSMC shares in Q2 2026, an estimated $19.5M.
  • TSMC made up 0.73% of Erste Asset Management's portfolio in Q2 2026, its #25 holding.
  • Erste Asset Management first reported a position in TSMC in Q4 2020 and has held it in 23 quarters since.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.