First Long Island Investors’s TSMC TSM Stock Holding History

First Long Island Investors’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	$46.9M	Sell	98,125 -18,953	-16%	-$7.69M	3.32%	8
2026 Q1	$39.6M	Sell	117,078 -1,005	-0.9%	-$346K	3.21%	9
2025 Q4	$35.9M	Buy	118,083 +227	+0.2%	+$66.6K	2.63%	14
2025 Q3	$32.9M	Sell	117,856 -467	-0.4%	-$114K	2.45%	15
2025 Q2	$26.8M	Sell	118,323 -2,487	-2%	-$461K	2.1%	17
2025 Q1	$20.1M	Buy	120,810 +14,583	+14%	+$2.83M	1.65%	25
2024 Q4	$21M	Buy	106,227 +243	+0.2%	+$47K	1.67%	26
2024 Q3	$18.4M	Buy	105,984 +21,165	+25%	+$3.61M	1.45%	28
2024 Q2	$14.7M	Buy	84,819 +21,051	+33%	+$3.19M	1.25%	37
2024 Q1	$8.68M	Buy	+63,768	New	+$7.92M	0.72%	47

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

First Long Island Investors's TSM Position: Q2 2026 in Review

First Long Island Investors reduced its TSMC (TSM) stake by 16% in Q2 2026, selling an estimated $7.69M and leaving 98,125 shares worth $46.9M. The position accounts for 3.32% of the portfolio, ranked #8.

First Long Island Investors first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

First Long Island Investors held 98,125 shares of TSMC worth $46.9M as of Q2 2026.
First Long Island Investors sold 18,953 TSMC shares in Q2 2026, an estimated $7.69M.
TSMC made up 3.32% of First Long Island Investors's portfolio in Q2 2026, its #8 holding.
First Long Island Investors first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on First Long Island Investors's 13F filing for Q2 2026, filed 13 Aug 2026.