J. Safra Asset Management’s TSMC TSM Stock Holding History

J. Safra Asset 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	$10.8M	Buy	22,557 +1,692	+8%	+$687K	0.5%	28
2026 Q1	$7.05M	Buy	20,865 +3,776	+22%	+$1.3M	0.38%	32
2025 Q4	$5.19M	Buy	17,089 +8,339	+95%	+$2.45M	0.27%	34
2025 Q3	$2.44M	Buy	8,750 +2,168	+33%	+$530K	0.15%	41
2025 Q2	$1.49M	Buy	6,582 +1,602	+32%	+$297K	0.1%	44
2025 Q1	$827K	Buy	4,980 +1,127	+29%	+$219K	0.07%	53
2024 Q4	$772K	Buy	3,853 +1,654	+75%	+$320K	0.06%	45
2024 Q3	$391K	Buy	2,199 +823	+60%	+$140K	0.04%	46
2024 Q2	$239K	Buy	1,376 +897	+187%	+$136K	0.02%	52
2024 Q1	$65.2K	Buy	479 +435	+989%	+$54K	0.01%	75
2023 Q4	$4.58K	Buy	+44	New	+$4.2K	﹤0.01%	107
2022 Q1	–	Sell	-7,000	Closed	-$899K	–	148
2021 Q4	$899K	Sell	7,000 -473	-6%	-$55.4K	0.12%	16
2021 Q3	$834K	Hold	7,473	–	–	0.2%	17
2021 Q2	$908K	Hold	7,473	–	–	0.44%	10
2021 Q1	$884K	Buy	+7,473	New	+$926K	0.41%	9

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

J. Safra Asset Management's TSM Position: Q2 2026 in Review

J. Safra Asset Management increased its TSMC (TSM) stake by 8.1% in Q2 2026, buying an estimated $687K and bringing the position to 22,557 shares worth $10.8M. The position accounts for 0.5% of the portfolio, ranked #28.

J. Safra Asset Management first reported a position in TSM in Q1 2021 and has held it in 15 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

J. Safra Asset Management held 22,557 shares of TSMC worth $10.8M as of Q2 2026.
J. Safra Asset Management bought 1,692 TSMC shares in Q2 2026, an estimated $687K.
TSMC made up 0.5% of J. Safra Asset Management's portfolio in Q2 2026, its #28 holding.
J. Safra Asset Management first reported a position in TSMC in Q1 2021 and has held it in 15 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.