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LHM Inc’s TSMC TSM Stock Holding History

LHM Inc’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 		$936K Buy
+1,959
New +$795K 0.32% 24
2025
Q2 		– Sell
-4,594
Closed -$765K – 25
2025
Q1 		$765K Sell
4,594
-2,528
-35% -$491K 0.25% 23
2024
Q4 		$1.41M Sell
7,122
-7,123
-50% -$1.38M 0.45% 22
2024
Q3 		$2.48M Hold
14,245
– – 0.78% 18
2024
Q2 		$2.48M Hold
14,245
– – 1.05% 14
2024
Q1 		$1.94M Buy
+14,245
New +$1.77M 1.37% 14

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

LHM Inc's TSM Position: Q2 2026 in Review

LHM Inc opened a new position in TSMC (TSM) in Q2 2026: 1,959 shares worth $936K. The stake represents 0.32% of the portfolio and ranks #24 among its holdings. This is a return to the name: LHM Inc previously reported a position in TSM as recently as Q1 2025.

LHM Inc first reported a position in TSM in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q2 2024. 3,569 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • LHM Inc held 1,959 shares of TSMC worth $936K as of Q2 2026.
  • TSMC was a new LHM Inc position in Q2 2026.
  • TSMC made up 0.32% of LHM Inc's portfolio in Q2 2026, its #24 holding.
  • LHM Inc first reported a position in TSMC in Q1 2024 and has held it in 6 quarters since.
  • LHM Inc's TSMC position peaked at $2.48M in Q2 2024.
  • 3,569 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on LHM Inc's 13F filing for Q2 2026, filed 12 Aug 2026.