GWCM
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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
Q2 		$1.94M Sell
4,065
-25
-0.6% -$10.1K 1.05% 28
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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Godshalk Welsh Capital Management's TSM Position: Q2 2026 in Review

Godshalk Welsh Capital Management reduced its TSMC (TSM) stake by 0.61% in Q2 2026, selling an estimated $10.1K and leaving 4,065 shares worth $1.94M. The position accounts for 1.05% of the portfolio, ranked #28.

Godshalk Welsh Capital Management first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Godshalk Welsh Capital Management held 4,065 shares of TSMC worth $1.94M as of Q2 2026.
  • Godshalk Welsh Capital Management sold 25 TSMC shares in Q2 2026, an estimated $10.1K.
  • TSMC made up 1.05% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #28 holding.
  • Godshalk Welsh Capital Management first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
  • 3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.