KCM
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Kanawha Capital Management’s TSMC TSM Stock Holding History

Kanawha 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 		$565K Buy
1,184
+189
+19% +$76.7K 0.04% 159
2026
Q1 		$336K Hold
995
– – 0.02% 186
2025
Q4 		$302K Sell
995
-22
-2% -$6.46K 0.02% 188
2025
Q3 		$284K Hold
1,017
– – 0.02% 193
2025
Q2 		$230K Sell
1,017
-485
-32% -$89.8K 0.02% 205
2025
Q1 		$249K Buy
1,502
+250
+20% +$48.6K 0.02% 193
2024
Q4 		$247K Sell
1,252
-159
-11% -$30.8K 0.02% 194
2024
Q3 		$245K Hold
1,411
– – 0.02% 213
2024
Q2 		$245K Buy
+1,411
New +$214K 0.02% 211

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

Kanawha Capital Management's TSM Position: Q2 2026 in Review

Kanawha Capital Management increased its TSMC (TSM) stake by 19% in Q2 2026, buying an estimated $76.7K and bringing the position to 1,184 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #159.

Kanawha Capital Management first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Kanawha Capital Management held 1,184 shares of TSMC worth $565K as of Q2 2026.
  • Kanawha Capital Management bought 189 TSMC shares in Q2 2026, an estimated $76.7K.
  • TSMC made up 0.04% of Kanawha Capital Management's portfolio in Q2 2026, its #159 holding.
  • Kanawha Capital Management first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • 3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.