Flossbach Von Storch’s TSMC TSM Stock Holding History

Flossbach Von Storch’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	$184M	Buy	386,030 +157,756	+69%	+$64M	0.83%	33
2026 Q1	$77.1M	Sell	228,274 -508,954	-69%	-$175M	0.36%	43
2025 Q4	$224M	Sell	737,228 -20,742	-3%	-$6.09M	0.89%	30
2025 Q3	$212M	Buy	757,970 +441,573	+140%	+$108M	0.83%	31
2025 Q2	$71.7M	Buy	316,397 +35,401	+13%	+$6.56M	0.29%	47
2025 Q1	$46.6M	Buy	280,996 +51,673	+23%	+$10M	0.2%	51
2024 Q4	$45.3M	Sell	229,323 -25,696	-10%	-$4.97M	0.18%	54
2024 Q3	$44.3M	Sell	255,019 -59,267	-19%	-$10.1M	0.17%	53
2024 Q2	$54.6M	Sell	314,286 -29,604	-9%	-$4.49M	0.23%	50
2024 Q1	$46.8M	Buy	343,890 +71,465	+26%	+$8.88M	0.2%	49
2023 Q4	$28.3M	Sell	272,425 -27,880	-9%	-$2.66M	0.13%	56
2023 Q3	$26.1M	Sell	300,305 -85,105	-22%	-$8.05M	0.12%	60
2023 Q2	$38.9M	Sell	385,410 -36,990	-9%	-$3.44M	0.16%	55
2023 Q1	$39.3M	Buy	422,400 +160,400	+61%	+$14.4M	0.17%	54
2022 Q4	$19.5M	Buy	262,000 +104,500	+66%	+$7.56M	0.07%	64
2022 Q3	$10.8M	Sell	157,500 -93,068	-37%	-$7.69M	0.04%	81
2022 Q2	$20.5M	Sell	250,568 -13,383	-5%	-$1.24M	0.07%	67
2022 Q1	$27.5M	Sell	263,951 -96,639	-27%	-$11.3M	0.08%	65
2021 Q4	$43.4M	Sell	360,590 -68,431	-16%	-$8.02M	0.12%	57
2021 Q3	$47.9M	Buy	429,021 +86,164	+25%	+$10.1M	0.14%	54
2021 Q2	$41.2M	Buy	342,857 +48,927	+17%	+$5.73M	0.12%	55
2021 Q1	$34.8M	Buy	293,930 +139,430	+90%	+$17.3M	0.12%	50
2020 Q4	$16.8M	Buy	154,500 +14,500	+10%	+$1.38M	0.07%	59
2020 Q3	$11.3M	Sell	140,000 -2,500	-2%	-$190K	0.06%	62
2020 Q2	$8.09M	Buy	142,500 +7,500	+6%	+$395K	0.04%	65
2020 Q1	$6.45M	Sell	135,000 -30,500	-18%	-$1.67M	0.04%	66
2019 Q4	$9.62M	Buy	165,500 +10,500	+7%	+$557K	0.07%	64
2019 Q3	$7.2M	Buy	155,000 +3,000	+2%	+$128K	0.06%	66
2019 Q2	$5.95M	Sell	152,000 -38,000	-20%	-$1.56M	0.05%	67
2019 Q1	$7.78M	Sell	190,000 -2,500	-1%	-$95.4K	0.07%	61
2018 Q4	$7.11M	Buy	192,500 +75,000	+64%	+$2.85M	0.07%	63
2018 Q3	$5.19M	Sell	117,500 -90,500	-44%	-$3.75M	0.05%	71
2018 Q2	$7.6M	Buy	208,000 +50,500	+32%	+$2M	0.07%	64
2018 Q1	$6.89M	Buy	157,500 +3,000	+2%	+$131K	0.07%	68
2017 Q4	$6.13M	Buy	154,500 +89,500	+138%	+$3.63M	0.06%	67
2017 Q3	$2.44M	Sell	65,000 -50,500	-44%	-$1.84M	0.03%	82
2017 Q2	$4.04M	Buy	115,500 +2,500	+2%	+$86.4K	0.05%	66
2017 Q1	$3.71M	Buy	113,000 +2,500	+2%	+$78.1K	0.06%	64
2016 Q4	$3.18M	Sell	110,500 -1,000	-0.9%	-$30.1K	0.05%	68
2016 Q3	$3.41M	Buy	111,500 +7,500	+7%	+$214K	0.06%	60
2016 Q2	$2.73M	Sell	104,000 -13,500	-11%	-$337K	0.05%	66
2016 Q1	$3.08M	Sell	117,500 -5,000	-4%	-$117K	0.05%	69
2015 Q4	$2.79M	Sell	122,500 -15,000	-11%	-$337K	0.05%	77
2015 Q3	$2.85M	Buy	137,500 +32,500	+31%	+$682K	0.05%	75
2015 Q2	$2.38M	Sell	105,000 -1,500	-1%	-$35.8K	0.05%	79
2015 Q1	$2.5M	Buy	106,500 +14,000	+15%	+$330K	0.06%	75
2014 Q4	$2.07M	Buy	92,500 +67,500	+270%	+$1.47M	0.05%	76
2014 Q3	$505K	Buy	25,000 +3,000	+14%	+$62.6K	0.01%	78
2014 Q2	$471K	Buy	+22,000	New	+$453K	0.01%	76

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

Flossbach Von Storch's TSM Position: Q2 2026 in Review

Flossbach Von Storch increased its TSMC (TSM) stake by 69% in Q2 2026, buying an estimated $64M and bringing the position to 386,030 shares worth $184M. The position accounts for 0.83% of the portfolio, ranked #33.

Flossbach Von Storch first reported a position in TSM in Q2 2014 and has held it in 49 quarters since. The position peaked at $224M in Q4 2025. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Flossbach Von Storch held 386,030 shares of TSMC worth $184M as of Q2 2026.
Flossbach Von Storch bought 157,756 TSMC shares in Q2 2026, an estimated $64M.
TSMC made up 0.83% of Flossbach Von Storch's portfolio in Q2 2026, its #33 holding.
Flossbach Von Storch first reported a position in TSMC in Q2 2014 and has held it in 49 quarters since.
Flossbach Von Storch's TSMC position peaked at $224M in Q4 2025.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Flossbach Von Storch's 13F filing for Q2 2026, filed 10 Aug 2026.