Lumbard & Kellner’s TSMC TSM Stock Holding History

Lumbard & Kellner’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	$318K	Hold	941	–	–	0.11%	82
2025 Q4	$286K	Hold	941	–	–	0.1%	91
2025 Q3	$263K	Buy	+941	New	+$230K	0.1%	89

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

Lumbard & Kellner's TSM Position: Q1 2026 in Review

Lumbard & Kellner held its TSMC (TSM) position steady in Q1 2026 at 941 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #82.

Lumbard & Kellner first reported a position in TSM in Q3 2025 and has held it in 3 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Lumbard & Kellner held 941 shares of TSMC worth $318K as of Q1 2026.
Lumbard & Kellner left its TSMC share count unchanged in Q1 2026.
TSMC made up 0.11% of Lumbard & Kellner's portfolio in Q1 2026, its #82 holding.
Lumbard & Kellner first reported a position in TSMC in Q3 2025 and has held it in 3 quarters since.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.