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 Q2	$513K	Buy	1,075 +134	+14%	+$54.4K	0.16%	77
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 $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

Lumbard & Kellner's TSM Position: Q2 2026 in Review

Lumbard & Kellner increased its TSMC (TSM) stake by 14% in Q2 2026, buying an estimated $54.4K and bringing the position to 1,075 shares worth $513K. The position accounts for 0.16% of the portfolio, ranked #77.

Lumbard & Kellner first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Lumbard & Kellner held 1,075 shares of TSMC worth $513K as of Q2 2026.
Lumbard & Kellner bought 134 TSMC shares in Q2 2026, an estimated $54.4K.
TSMC made up 0.16% of Lumbard & Kellner's portfolio in Q2 2026, its #77 holding.
Lumbard & Kellner first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.