JR
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John Rogers’s TSMC TSM Stock Holding History

John Rogers’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 		$8.52M Buy
17,838
+1,746
+11% +$709K 0.08% 83
2026
Q1 		$5.44M Buy
16,092
+5,930
+58% +$2.04M 0.06% 85
2025
Q4 		$3.09M Sell
10,162
-1,094
-10% -$321K 0.03% 94
2025
Q3 		$3.14M Sell
11,256
-18,775
-63% -$4.59M 0.03% 96
2025
Q2 		$6.8M Sell
30,031
-77
-0.3% -$14.3K 0.08% 84
2025
Q1 		$5M Sell
30,108
-49,530
-62% -$9.63M 0.06% 93
2024
Q4 		$15.7M Sell
79,638
-62,194
-44% -$12M 0.17% 85
2024
Q3 		$24.6M Sell
141,832
-9,129
-6% -$1.56M 0.25% 76
2024
Q2 		$26.2M Sell
150,961
-9,093
-6% -$1.38M 0.28% 78
2024
Q1 		$21.8M Sell
160,054
-18,256
-10% -$2.27M 0.21% 82
2023
Q4 		$18.5M Buy
+178,310
New +$17M 0.18% 79

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

John Rogers's TSM Position: Q2 2026 in Review

John Rogers increased its TSMC (TSM) stake by 11% in Q2 2026, buying an estimated $709K and bringing the position to 17,838 shares worth $8.52M. The position accounts for 0.08% of the portfolio, ranked #83.

John Rogers first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.2M in Q2 2024. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • John Rogers held 17,838 shares of TSMC worth $8.52M as of Q2 2026.
  • John Rogers bought 1,746 TSMC shares in Q2 2026, an estimated $709K.
  • TSMC made up 0.08% of John Rogers's portfolio in Q2 2026, its #83 holding.
  • John Rogers first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • John Rogers's TSMC position peaked at $26.2M in Q2 2024.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.