HPCM
TSM icon

Hunter Perkins Capital Management’s TSMC TSM Stock Holding History

Hunter Perkins 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 		$11.1M Buy
23,194
+512
+2% +$208K 2.49% 9
2026
Q1 		$7.69M Sell
22,682
-4,724
-17% -$1.63M 1.8% 15
2025
Q4 		$8.35M Sell
27,406
-8,589
-24% -$2.52M 1.93% 14
2025
Q3 		$10.1M Sell
35,995
-104
-0.3% -$25.4K 2.24% 10
2025
Q2 		$8.2M Sell
36,099
-20
-0.1% -$3.71K 1.94% 16
2025
Q1 		$6.01M Buy
36,119
+10,874
+43% +$2.11M 1.4% 24
2024
Q4 		$5M Sell
25,245
-1,165
-4% -$225K 1.05% 30
2024
Q3 		$4.6M Sell
26,410
-650
-2% -$111K 0.93% 36
2024
Q2 		$4.71M Sell
27,060
-2,335
-8% -$354K 0.99% 34
2024
Q1 		$4.01M Sell
29,395
-1,600
-5% -$199K 0.82% 36
2023
Q4 		$3.23M Buy
30,995
+4,925
+19% +$470K 0.68% 43
2023
Q3 		$2.27M Buy
26,070
+10,275
+65% +$972K 0.49% 44
2023
Q2 		$1.6M Buy
+15,795
New +$1.47M 0.34% 58
2021
Q1 		– Sell
-14,825
Closed -$1.62M – 165
2020
Q4 		$1.62M Buy
+14,825
New +$1.41M 0.29% 60

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

Hunter Perkins Capital Management's TSM Position: Q2 2026 in Review

Hunter Perkins Capital Management increased its TSMC (TSM) stake by 2.3% in Q2 2026, buying an estimated $208K and bringing the position to 23,194 shares worth $11.1M. The position accounts for 2.49% of the portfolio, ranked #9.

Hunter Perkins Capital Management first reported a position in TSM in Q4 2020 and has held it in 14 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Hunter Perkins Capital Management held 23,194 shares of TSMC worth $11.1M as of Q2 2026.
  • Hunter Perkins Capital Management bought 512 TSMC shares in Q2 2026, an estimated $208K.
  • TSMC made up 2.49% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #9 holding.
  • Hunter Perkins Capital Management first reported a position in TSMC in Q4 2020 and has held it in 14 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.