Lee Financial
TSM icon

Lee Financial’s TSMC TSM Stock Holding History

Lee Financial’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
Q3 		$1.39M Buy
3,035
+11
+0.4% +$4.66K 0.17% 61
2026
Q2 		$1.44M Buy
3,024
+526
+21% +$213K 0.18% 57
2026
Q1 		$845K Buy
+2,498
New +$860K 0.12% 80
2023
Q3 		– Hold
0
– – – 835
2022
Q1 		– Sell
-122
Closed -$15K – 960
2021
Q4 		$15K Buy
+122
New +$14.3K ﹤0.01% 424
2018
Q3 		– Sell
-553
Closed -$20K – 704
2018
Q2 		$20K Buy
553
+269
+95% +$10.6K ﹤0.01% 350
2018
Q1 		$12K Buy
+284
New +$12.4K ﹤0.01% 441

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Lee Financial's TSM Position: Q3 2026 in Review

Lee Financial increased its TSMC (TSM) stake by 0.36% in Q3 2026, buying an estimated $4.66K and bringing the position to 3,035 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #61.

Lee Financial first reported a position in TSM in Q1 2018 and has held it in 6 quarters since. The position peaked at $1.44M in Q2 2026. 1,938 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Lee Financial held 3,035 shares of TSMC worth $1.39M as of Q3 2026.
  • Lee Financial bought 11 TSMC shares in Q3 2026, an estimated $4.66K.
  • TSMC made up 0.17% of Lee Financial's portfolio in Q3 2026, its #61 holding.
  • Lee Financial first reported a position in TSMC in Q1 2018 and has held it in 6 quarters since.
  • Lee Financial's TSMC position peaked at $1.44M in Q2 2026.
  • 1,938 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.