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 Q2	$1.8M	Sell	3,761 -785	-17%	-$319K	0.14%	90
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 $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

KLCM Advisors's TSM Position: Q2 2026 in Review

KLCM Advisors reduced its TSMC (TSM) stake by 17% in Q2 2026, selling an estimated $319K and leaving 3,761 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #90.

KLCM Advisors first reported a position in TSM in Q4 2024 and has held it in 4 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

KLCM Advisors held 3,761 shares of TSMC worth $1.8M as of Q2 2026.
KLCM Advisors sold 785 TSMC shares in Q2 2026, an estimated $319K.
TSMC made up 0.14% of KLCM Advisors's portfolio in Q2 2026, its #90 holding.
KLCM Advisors first reported a position in TSMC in Q4 2024 and has held it in 4 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.