FEM
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Fulcrum Equity Management’s TSMC TSM Stock Holding History

Fulcrum Equity Management’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 		$821K Buy
1,719
+564
+49% +$229K 0.6% 41
2026
Q1 		$390K Buy
1,155
+173
+18% +$59.5K 0.38% 65
2025
Q4 		$298K Buy
+982
New +$288K 0.29% 88

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Fulcrum Equity Management's TSM Position: Q2 2026 in Review

Fulcrum Equity Management increased its TSMC (TSM) stake by 49% in Q2 2026, buying an estimated $229K and bringing the position to 1,719 shares worth $821K. The position accounts for 0.6% of the portfolio, ranked #41.

Fulcrum Equity Management first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 1,289 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Fulcrum Equity Management held 1,719 shares of TSMC worth $821K as of Q2 2026.
  • Fulcrum Equity Management bought 564 TSMC shares in Q2 2026, an estimated $229K.
  • TSMC made up 0.6% of Fulcrum Equity Management's portfolio in Q2 2026, its #41 holding.
  • Fulcrum Equity Management first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
  • 1,289 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.