HPM
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Hudson Portfolio Management’s TSMC TSM Stock Holding History

Hudson Portfolio 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 		$8.07M Sell
16,894
-87
-0.5% -$35.3K 6.1% 1
2026
Q1 		$5.74M Sell
16,981
-692
-4% -$238K 4.83% 2
2025
Q4 		$5.37M Sell
17,673
-14
-0.1% -$4.11K 4.62% 2
2025
Q3 		$4.94M Sell
17,687
-634
-3% -$155K 4.38% 2
2025
Q2 		$4.15M Buy
18,321
+412
+2% +$76.3K 3.88% 2
2025
Q1 		$2.97M Sell
17,909
-369
-2% -$71.7K 2.85% 4
2024
Q4 		$3.61M Sell
18,278
-139
-0.8% -$26.9K 3.54% 2
2024
Q3 		$3.2M Buy
+18,417
New +$3.14M 3.14% 2
2023
Q4 		$1.93M Sell
18,592
-521
-3% -$49.7K 2.1% 13
2023
Q3 		$1.66M Buy
19,113
+715
+4% +$67.6K 1.89% 16
2023
Q2 		$1.86M Buy
18,398
+990
+6% +$92.1K 2.02% 14
2023
Q1 		$1.62M Hold
17,408
– – 1.81% 18
2022
Q4 		$1.3M Buy
17,408
+3,473
+25% +$251K 1.43% 21
2022
Q3 		$955K Hold
13,935
– – 1.13% 34
2022
Q2 		$1.14M Sell
13,935
-155
-1% -$14.3K 1.18% 33
2022
Q1 		$1.47M Sell
14,090
-95
-0.7% -$11.1K 1.29% 25
2021
Q4 		$1.71M Sell
14,185
-252
-2% -$29.5K 1.51% 21
2021
Q3 		$1.61M Sell
14,437
-525
-4% -$61.6K 1.48% 23
2021
Q2 		$1.8M Hold
14,962
– – 1.65% 19
2021
Q1 		$1.77M Buy
+14,962
New +$1.85M 1.7% 17

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

Hudson Portfolio Management's TSM Position: Q2 2026 in Review

Hudson Portfolio Management reduced its TSMC (TSM) stake by 0.51% in Q2 2026, selling an estimated $35.3K and leaving 16,894 shares worth $8.07M. The position accounts for 6.1% of the portfolio, ranked #1.

Hudson Portfolio Management first reported a position in TSM in Q1 2021 and has held it in 20 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Hudson Portfolio Management held 16,894 shares of TSMC worth $8.07M as of Q2 2026.
  • Hudson Portfolio Management sold 87 TSMC shares in Q2 2026, an estimated $35.3K.
  • TSMC made up 6.1% of Hudson Portfolio Management's portfolio in Q2 2026, its #1 holding.
  • Hudson Portfolio Management first reported a position in TSMC in Q1 2021 and has held it in 20 quarters since.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.