JIM
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Jensen Investment Management’s TSMC TSM Stock Holding History

Jensen Investment 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 		$7.59M Sell
15,884
-543
-3% -$220K 0.18% 39
2026
Q1 		$5.55M Sell
16,427
-693
-4% -$238K 0.11% 41
2025
Q4 		$5.2M Sell
17,120
-2,000
-10% -$587K 0.08% 46
2025
Q3 		$5.34M Buy
19,120
+1,782
+10% +$436K 0.07% 48
2025
Q2 		$3.93M Sell
17,338
-3,200
-16% -$593K 0.05% 58
2025
Q1 		$3.41M Hold
20,538
– – 0.04% 63
2024
Q4 		$4.06M Buy
20,538
+170
+0.8% +$32.9K 0.04% 60
2024
Q3 		$3.54M Hold
20,368
– – 0.03% 73
2024
Q2 		$3.54M Buy
20,368
+328
+2% +$49.8K 0.03% 70
2024
Q1 		$2.73M Buy
20,040
+1,870
+10% +$232K 0.02% 78
2023
Q4 		$1.89M Buy
18,170
+560
+3% +$53.4K 0.01% 77
2023
Q3 		$1.53M Hold
17,610
– – 0.01% 81
2023
Q2 		$1.78M Buy
17,610
+70
+0.4% +$6.51K 0.01% 78
2023
Q1 		$1.62M Sell
17,540
-1,180
-6% -$106K 0.01% 77
2022
Q4 		$1.39M Buy
18,720
+2,380
+15% +$172K 0.01% 78
2022
Q3 		$1.12M Buy
16,340
+300
+2% +$24.8K 0.01% 79
2022
Q2 		$1.31M Buy
16,040
+2,020
+14% +$187K 0.01% 78
2022
Q1 		$1.46M Buy
14,020
+1,040
+8% +$122K 0.01% 78
2021
Q4 		$1.56M Buy
12,980
+1,800
+16% +$211K 0.01% 74
2021
Q3 		$1.25M Buy
11,180
+1,390
+14% +$163K 0.01% 74
2021
Q2 		$1.18M Buy
9,790
+940
+11% +$110K 0.01% 74
2021
Q1 		$1.05M Buy
8,850
+760
+9% +$94.1K 0.01% 73
2020
Q4 		$882K Buy
8,090
+1,420
+21% +$135K 0.01% 73
2020
Q3 		$541K Buy
6,670
+2,980
+81% +$226K ﹤0.01% 75
2020
Q2 		$209K Buy
+3,690
New +$194K ﹤0.01% 74

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

Jensen Investment Management's TSM Position: Q2 2026 in Review

Jensen Investment Management reduced its TSMC (TSM) stake by 3.3% in Q2 2026, selling an estimated $220K and leaving 15,884 shares worth $7.59M. The position accounts for 0.18% of the portfolio, ranked #39.

Jensen Investment Management first reported a position in TSM in Q2 2020 and has held it in 25 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Jensen Investment Management held 15,884 shares of TSMC worth $7.59M as of Q2 2026.
  • Jensen Investment Management sold 543 TSMC shares in Q2 2026, an estimated $220K.
  • TSMC made up 0.18% of Jensen Investment Management's portfolio in Q2 2026, its #39 holding.
  • Jensen Investment Management first reported a position in TSMC in Q2 2020 and has held it in 25 quarters since.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.