London Company of Virginia’s TSMC TSM Stock Holding History

London Company of Virginia’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	$5.28M	Buy	15,637 +396	+3%	+$136K	0.03%	114
2025 Q4	$4.63M	Buy	15,241 +600	+4%	+$176K	0.03%	122
2025 Q3	$4.09M	Buy	14,641 +9,063	+162%	+$2.22M	0.02%	123
2025 Q2	$1.26M	Buy	5,578 +2,856	+105%	+$529K	0.01%	138
2025 Q1	$452K	Buy	2,722 +1,601	+143%	+$311K	﹤0.01%	159
2024 Q4	$221K	Sell	1,121 -279	-20%	-$54K	﹤0.01%	163
2024 Q3	$243K	Buy	1,400 +190	+16%	+$32.4K	﹤0.01%	163
2024 Q2	$210K	Buy	+1,210	New	+$184K	﹤0.01%	163

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 $99.8B AUM 47.9% 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 $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 1-Year Est. Return

London Company of Virginia's TSM Position: Q1 2026 in Review

London Company of Virginia increased its TSMC (TSM) stake by 2.6% in Q1 2026, buying an estimated $136K and bringing the position to 15,637 shares worth $5.28M. The position accounts for 0.03% of the portfolio, ranked #114.

London Company of Virginia first reported a position in TSM in Q2 2024 and has held it in 8 quarters since. 3,265 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

London Company of Virginia held 15,637 shares of TSMC worth $5.28M as of Q1 2026.
London Company of Virginia bought 396 TSMC shares in Q1 2026, an estimated $136K.
TSMC made up 0.03% of London Company of Virginia's portfolio in Q1 2026, its #114 holding.
London Company of Virginia first reported a position in TSMC in Q2 2024 and has held it in 8 quarters since.
3,265 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.