Ironvine Capital Partners’s TSMC TSM Stock Holding History

Ironvine Capital Partners’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	$31.6M	Sell	66,236 -3,745	-5%	-$1.52M	2.95%	13
2026 Q1	$23.7M	Sell	69,981 -224	-0.3%	-$77.1K	2.6%	16
2025 Q4	$21.3M	Sell	70,205 -321	-0.5%	-$94.2K	2.14%	20
2025 Q3	$19.7M	Sell	70,526 -231	-0.3%	-$56.5K	1.96%	21
2025 Q2	$16M	Buy	70,757 +4,752	+7%	+$880K	1.66%	21
2025 Q1	$11M	Buy	66,005 +13,862	+27%	+$2.69M	1.19%	22
2024 Q4	$10.3M	Buy	52,143 +17,506	+51%	+$3.39M	1.1%	23
2024 Q3	$6.02M	Hold	34,637	–	–	0.65%	29
2024 Q2	$6.02M	Hold	34,637	–	–	0.66%	30
2024 Q1	$4.71M	Hold	34,637	–	–	0.52%	30
2023 Q4	$3.6M	Hold	34,637	–	–	0.43%	29
2023 Q3	$3.01M	Hold	34,637	–	–	0.39%	29
2023 Q2	$3.5M	Hold	34,637	–	–	0.42%	30
2023 Q1	$3.22M	Hold	34,637	–	–	0.41%	32
2022 Q4	$2.58M	Buy	34,637 +78	+0.2%	+$5.64K	0.33%	31
2022 Q3	$2.37M	Buy	34,559 +142	+0.4%	+$11.7K	0.32%	32
2022 Q2	$2.81M	Buy	+34,417	New	+$3.18M	0.35%	34

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ironvine Capital Partners's TSM Position: Q2 2026 in Review

Ironvine Capital Partners reduced its TSMC (TSM) stake by 5.4% in Q2 2026, selling an estimated $1.52M and leaving 66,236 shares worth $31.6M. The position accounts for 2.95% of the portfolio, ranked #13.

Ironvine Capital Partners first reported a position in TSM in Q2 2022 and has held it in 17 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Ironvine Capital Partners held 66,236 shares of TSMC worth $31.6M as of Q2 2026.
Ironvine Capital Partners sold 3,745 TSMC shares in Q2 2026, an estimated $1.52M.
TSMC made up 2.95% of Ironvine Capital Partners's portfolio in Q2 2026, its #13 holding.
Ironvine Capital Partners first reported a position in TSMC in Q2 2022 and has held it in 17 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Ironvine Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.