Fayez Sarofim & Co
TSM icon

Fayez Sarofim & Co’s TSMC TSM Stock Holding History

Fayez Sarofim & Co’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
Q1 		$861M Buy
2,547,763
+76,834
+3% +$26.4M 2.2% 14
2025
Q4 		$751M Buy
2,470,929
+437,465
+22% +$128M 1.8% 15
2025
Q3 		$576M Buy
2,033,464
+32,509
+2% +$7.95M 1.34% 22
2025
Q2 		$459M Sell
2,000,955
-10,787
-0.5% -$2M 1.1% 27
2025
Q1 		$339M Buy
2,011,742
+69,922
+4% +$13.6M 0.84% 38
2024
Q4 		$390M Buy
1,941,820
+115,524
+6% +$22.4M 0.95% 32
2024
Q3 		$317M Buy
1,826,296
+168,662
+10% +$28.7M 0.81% 38
2024
Q2 		$288M Buy
1,657,634
+1,418,098
+592% +$215M 0.78% 39
2024
Q1 		$32.6M Buy
239,536
+150,066
+168% +$18.6M 0.1% 77
2023
Q4 		$11.9M Sell
89,470
-39
-0% -$3.72K 0.04% 89
2023
Q3 		$7.78M Buy
89,509
+55,330
+162% +$5.23M 0.03% 95
2023
Q2 		$3.45M Buy
34,179
+12,078
+55% +$1.12M 0.01% 121
2023
Q1 		$2.06M Buy
22,101
+11,519
+109% +$1.03M 0.01% 146
2022
Q4 		$788K Hold
10,582
– – ﹤0.01% 186
2022
Q3 		$726K Sell
10,582
-375
-3% -$31K ﹤0.01% 191
2022
Q2 		$896K Buy
10,957
+240
+2% +$22.2K ﹤0.01% 193
2022
Q1 		$1.12M Hold
10,717
– – ﹤0.01% 187
2021
Q4 		$1.29M Buy
10,717
+500
+5% +$58.6K ﹤0.01% 187
2021
Q3 		$1.14M Buy
10,217
+2,702
+36% +$317K ﹤0.01% 181
2021
Q2 		$903K Buy
7,515
+490
+7% +$57.4K ﹤0.01% 217
2021
Q1 		$831K Buy
7,025
+450
+7% +$55.7K ﹤0.01% 190
2020
Q4 		$717K Buy
6,575
+2,520
+62% +$239K ﹤0.01% 190
2020
Q3 		$329K Hold
4,055
– – ﹤0.01% 225
2020
Q2 		$230K Buy
+4,055
New +$214K ﹤0.01% 246

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fayez Sarofim & Co's TSM Position: Q1 2026 in Review

Fayez Sarofim & Co increased its TSMC (TSM) stake by 3.1% in Q1 2026, buying an estimated $26.4M and bringing the position to 2,547,763 shares worth $861M. The position accounts for 2.2% of the portfolio, ranked #14.

Fayez Sarofim & Co first reported a position in TSM in Q2 2020 and has held it in 24 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Fayez Sarofim & Co held 2,547,763 shares of TSMC worth $861M as of Q1 2026.
  • Fayez Sarofim & Co bought 76,834 TSMC shares in Q1 2026, an estimated $26.4M.
  • TSMC made up 2.2% of Fayez Sarofim & Co's portfolio in Q1 2026, its #14 holding.
  • Fayez Sarofim & Co first reported a position in TSMC in Q2 2020 and has held it in 24 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.