KLCM Advisors’s TSMC TSM Stock Holding History

KLCM Advisors’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 Q1	$1.54M	Buy	4,546 +58	+1%	+$20K	0.13%	90
2025 Q4	$1.36M	Buy	+4,488	New	+$1.32M	0.12%	95
2025 Q1	–	Sell	-1,114	Closed	-$220K	–	180
2024 Q4	$220K	Buy	+1,114	New	+$216K	0.03%	151

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

KLCM Advisors's TSM Position: Q1 2026 in Review

KLCM Advisors increased its TSMC (TSM) stake by 1.3% in Q1 2026, buying an estimated $20K and bringing the position to 4,546 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #90.

KLCM Advisors first reported a position in TSM in Q4 2024 and has held it in 3 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

KLCM Advisors held 4,546 shares of TSMC worth $1.54M as of Q1 2026.
KLCM Advisors bought 58 TSMC shares in Q1 2026, an estimated $20K.
TSMC made up 0.13% of KLCM Advisors's portfolio in Q1 2026, its #90 holding.
KLCM Advisors first reported a position in TSMC in Q4 2024 and has held it in 3 quarters since.
3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.