Eschler Asset Management’s TSMC TSM Stock Holding History

Eschler 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	$2.53M	Buy	5,305 +4,305	+431%	+$1.75M	4.51%	8
2026 Q1	$338K	Buy	+1,000	New	+$344K	0.34%	29
2025 Q1	–	Sell	-3,997	Closed	-$789K	–	60
2024 Q4	$789K	Buy	+3,997	New	+$774K	1.86%	17
2024 Q1	–	Sell	-7,319	Closed	-$761K	–	123
2023 Q4	$761K	Buy	7,319 +2,198	+43%	+$210K	0.6%	38
2023 Q3	$445K	Sell	5,121 -1,173	-19%	-$111K	0.52%	46
2023 Q2	$635K	Sell	6,294 -99,906	-94%	-$9.3M	0.9%	25
2023 Q1	$9.88M	Buy	106,200 +61,700	+139%	+$5.54M	7.81%	4
2022 Q4	$3.31M	Buy	+44,500	New	+$3.22M	6.28%	4
2022 Q1	–	Sell	-4,636	Closed	-$558K	–	58
2021 Q4	$558K	Buy	+4,636	New	+$543K	0.71%	24

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

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

Eschler Asset Management increased its TSMC (TSM) stake by 431% in Q2 2026, buying an estimated $1.75M and bringing the position to 5,305 shares worth $2.53M. The position accounts for 4.51% of the portfolio, ranked #8.

Eschler Asset Management first reported a position in TSM in Q4 2021 and has held it in 9 quarters since. The position peaked at $9.88M in Q1 2023. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Eschler Asset Management held 5,305 shares of TSMC worth $2.53M as of Q2 2026.
Eschler Asset Management bought 4,305 TSMC shares in Q2 2026, an estimated $1.75M.
TSMC made up 4.51% of Eschler Asset Management's portfolio in Q2 2026, its #8 holding.
Eschler Asset Management first reported a position in TSMC in Q4 2021 and has held it in 9 quarters since.
Eschler Asset Management's TSMC position peaked at $9.88M in Q1 2023.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Eschler Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.