First Dallas Securities’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.38M | Sell |
7,079
-197
| -3% | -$79.9K | 1.12% | 24 |
|
|
2026
Q1 | $2.46M | Sell |
7,276
-1,847
| -20% | -$636K | 0.91% | 28 |
|
|
2025
Q4 | $2.77M | Buy |
9,123
+228
| +3% | +$66.9K | 1.03% | 28 |
|
|
2025
Q3 | $2.48M | Sell |
8,895
-2,800
| -24% | -$685K | 0.93% | 30 |
|
|
2025
Q2 | $2.65M | Sell |
11,695
-511
| -4% | -$94.7K | 1.05% | 28 |
|
|
2025
Q1 | $2.03M | Buy |
12,206
+2,551
| +26% | +$496K | 0.85% | 31 |
|
|
2024
Q4 | $1.91M | Sell |
9,655
-299
| -3% | -$57.9K | 0.78% | 32 |
|
|
2024
Q3 | $1.73M | Sell |
9,954
-1,724
| -15% | -$294K | 0.72% | 36 |
|
|
2024
Q2 | $2.03M | Buy |
11,678
+3,701
| +46% | +$561K | 0.89% | 34 |
|
|
2024
Q1 | $1.08M | Sell |
7,977
-2,374
| -23% | -$295K | 0.5% | 51 |
|
|
2023
Q4 | $1.08M | Buy |
+10,351
| New | +$987K | 0.55% | 47 |
|
|
2023
Q3 | – | Sell |
-10,750
| Closed | -$1.08M | – | 179 |
|
|
2023
Q2 | $1.08M | Buy |
10,750
+1,300
| +14% | +$121K | 0.61% | 47 |
|
|
2023
Q1 | $879K | Hold |
9,450
| – | – | 0.52% | 52 |
|
|
2022
Q4 | $704K | Buy |
9,450
+2,575
| +37% | +$186K | 0.42% | 56 |
|
|
2022
Q3 | $471K | Buy |
6,875
+1,850
| +37% | +$153K | 0.32% | 69 |
|
|
2022
Q2 | $411K | Buy |
5,025
+1,150
| +30% | +$106K | 0.28% | 77 |
|
|
2022
Q1 | $404K | Sell |
3,875
-39
| -1% | -$4.56K | 0.23% | 85 |
|
|
2021
Q4 | $471K | Buy |
3,914
+1,080
| +38% | +$126K | 0.31% | 72 |
|
|
2021
Q3 | $316K | Sell |
2,834
-225
| -7% | -$26.4K | 0.22% | 92 |
|
|
2021
Q2 | $368K | Sell |
3,059
-1,191
| -28% | -$140K | 0.24% | 84 |
|
|
2021
Q1 | $503K | Sell |
4,250
-1,825
| -30% | -$226K | 0.43% | 58 |
|
|
2020
Q4 | $662K | Buy |
+6,075
| New | +$576K | 0.6% | 51 |
|
|
2018
Q2 | – | Sell |
-6,173
| Closed | -$270K | – | 112 |
|
|
2018
Q1 | $270K | Sell |
6,173
-11,108
| -64% | -$484K | 0.18% | 87 |
|
|
2017
Q4 | $685K | Sell |
17,281
-3,450
| -17% | -$140K | 0.44% | 56 |
|
|
2017
Q3 | $778K | Sell |
20,731
-24,649
| -54% | -$900K | 0.54% | 48 |
|
|
2017
Q2 | $1.59M | Sell |
45,380
-2,900
| -6% | -$100K | 1.16% | 25 |
|
|
2017
Q1 | $1.58M | Buy |
48,280
+28,950
| +150% | +$904K | 1.11% | 26 |
|
|
2016
Q4 | $556K | Buy |
+19,330
| New | +$582K | 0.38% | 63 |
|
Other funds holding TSM
First Dallas Securities's TSM Position: Q2 2026 in Review
First Dallas Securities reduced its TSMC (TSM) stake by 2.7% in Q2 2026, selling an estimated $79.9K and leaving 7,079 shares worth $3.38M. The position accounts for 1.12% of the portfolio, ranked #24.
First Dallas Securities first reported a position in TSM in Q4 2016 and has held it in 28 quarters since. 3,594 funds tracked by Wall St. Rank hold TSM as of Q2 2026.
- First Dallas Securities held 7,079 shares of TSMC worth $3.38M as of Q2 2026.
- First Dallas Securities sold 197 TSMC shares in Q2 2026, an estimated $79.9K.
- TSMC made up 1.12% of First Dallas Securities's portfolio in Q2 2026, its #24 holding.
- First Dallas Securities first reported a position in TSMC in Q4 2016 and has held it in 28 quarters since.
- 3,594 funds tracked by Wall St. Rank held TSMC as of Q2 2026.
Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.