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Godshalk Welsh Capital Management’s TSMC TSM Stock Holding History

Godshalk Welsh Capital 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
Q1 		$1.38M Buy
4,090
+30
+0.7% +$10.3K 0.8% 42
2025
Q4 		$1.23M Buy
4,060
+130
+3% +$38.1K 0.7% 46
2025
Q3 		$1.1M Hold
3,930
– – 0.63% 53
2025
Q2 		$890K Sell
3,930
-50
-1% -$9.26K 0.55% 57
2025
Q1 		$661K Buy
3,980
+25
+0.6% +$4.86K 0.43% 71
2024
Q4 		$781K Hold
3,955
– – 0.5% 64
2024
Q3 		$687K Buy
3,955
+100
+3% +$17K 0.43% 70
2024
Q2 		$670K Buy
3,855
+1,065
+38% +$162K 0.45% 68
2024
Q1 		$380K Buy
+2,790
New +$347K 0.26% 91

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Godshalk Welsh Capital Management's TSM Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its TSMC (TSM) stake by 0.74% in Q1 2026, buying an estimated $10.3K and bringing the position to 4,090 shares worth $1.38M. The position accounts for 0.8% of the portfolio, ranked #42.

Godshalk Welsh Capital Management first reported a position in TSM in Q1 2024 and has held it in 9 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Godshalk Welsh Capital Management held 4,090 shares of TSMC worth $1.38M as of Q1 2026.
  • Godshalk Welsh Capital Management bought 30 TSMC shares in Q1 2026, an estimated $10.3K.
  • TSMC made up 0.8% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #42 holding.
  • Godshalk Welsh Capital Management first reported a position in TSMC in Q1 2024 and has held it in 9 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.