First Manhattan’s TSMC TSM Stock Holding History

First Manhattan’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	$27.2M	Sell	56,887 -1,345	-2%	-$546K	0.07%	105
2026 Q1	$19.7M	Buy	58,232 +5,171	+10%	+$1.78M	0.05%	116
2025 Q4	$16.2M	Buy	53,061 +8,593	+19%	+$2.52M	0.04%	131
2025 Q3	$12.4M	Sell	44,468 -3,257	-7%	-$796K	0.03%	147
2025 Q2	$10.8M	Buy	47,725 +23,766	+99%	+$4.4M	0.03%	154
2025 Q1	$3.99M	Sell	23,959 -11,834	-33%	-$2.3M	0.01%	232
2024 Q4	$7.09M	Buy	35,793 +11,926	+50%	+$2.31M	0.02%	177
2024 Q3	$4.15M	Sell	23,867 -1,900	-7%	-$324K	0.01%	230
2024 Q2	$4.49M	Buy	25,767 +3,043	+13%	+$462K	0.01%	220
2024 Q1	$3.09M	Buy	22,724 +15,575	+218%	+$1.93M	0.01%	257
2023 Q4	$743K	Sell	7,149 -68	-0.9%	-$6.49K	﹤0.01%	418
2023 Q3	$627K	Buy	7,217 +2,873	+66%	+$272K	﹤0.01%	449
2023 Q2	$438K	Hold	4,344	–	–	﹤0.01%	515
2023 Q1	$404K	Sell	4,344 -300	-6%	-$26.9K	﹤0.01%	541
2022 Q4	$346K	Buy	4,644 +396	+9%	+$28.6K	﹤0.01%	590
2022 Q3	$291K	Buy	4,248 +625	+17%	+$51.7K	﹤0.01%	613
2022 Q2	$296K	Hold	3,623	–	–	﹤0.01%	638
2022 Q1	$377K	Sell	3,623 -24	-0.7%	-$2.81K	﹤0.01%	638
2021 Q4	$438K	Hold	3,647	–	–	﹤0.01%	596
2021 Q3	$407K	Buy	3,647 +24	+0.7%	+$2.82K	﹤0.01%	609
2021 Q2	$435K	Buy	3,623 +1,525	+73%	+$179K	﹤0.01%	583
2021 Q1	$248K	Buy	2,098 +517	+33%	+$64K	﹤0.01%	668
2020 Q4	$172K	Hold	1,581	–	–	﹤0.01%	686
2020 Q3	$128K	Sell	1,581 -92	-5%	-$6.99K	﹤0.01%	728
2020 Q2	$94K	Hold	1,673	–	–	﹤0.01%	781
2020 Q1	$79K	Sell	1,673 -46,108	-96%	-$2.52M	﹤0.01%	776
2019 Q4	$2.78M	Buy	47,781 +46,781	+4,678%	+$2.48M	0.01%	295
2019 Q3	$46K	Hold	1,000	–	–	﹤0.01%	927
2019 Q2	$39K	Hold	1,000	–	–	﹤0.01%	970
2019 Q1	$40K	Hold	1,000	–	–	﹤0.01%	989
2018 Q4	$36K	Sell	1,000 -1,000	-50%	-$38.1K	﹤0.01%	981
2018 Q3	$88K	Hold	2,000	–	–	﹤0.01%	867
2018 Q2	$73K	Buy	+2,000	New	+$79K	﹤0.01%	884

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 Manhattan's TSM Position: Q2 2026 in Review

First Manhattan reduced its TSMC (TSM) stake by 2.3% in Q2 2026, selling an estimated $546K and leaving 56,887 shares worth $27.2M. The position accounts for 0.07% of the portfolio, ranked #105.

First Manhattan first reported a position in TSM in Q2 2018 and has held it in 33 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

First Manhattan held 56,887 shares of TSMC worth $27.2M as of Q2 2026.
First Manhattan sold 1,345 TSMC shares in Q2 2026, an estimated $546K.
TSMC made up 0.07% of First Manhattan's portfolio in Q2 2026, its #105 holding.
First Manhattan first reported a position in TSMC in Q2 2018 and has held it in 33 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.