Main Street Research’s TSMC TSM Stock Holding History

Main Street Research’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	$109M	Buy	228,429 +5,270	+2%	+$2.14M	5.15%	5
2026 Q1	$75.4M	Buy	223,159 +5,012	+2%	+$1.72M	4.39%	5
2025 Q4	$66.5M	Sell	218,147 -2,724	-1%	-$799K	3.8%	9
2025 Q3	$61.7M	Buy	220,871 +83,894	+61%	+$20.5M	3.33%	10
2025 Q2	$31.1M	Sell	136,977 -38,029	-22%	-$7.05M	1.94%	28
2025 Q1	$29.2M	Buy	175,006 +2,239	+1%	+$435K	1.91%	30
2024 Q4	$34.2M	Buy	172,767 +3,773	+2%	+$730K	2.13%	22
2024 Q3	$29.5M	Buy	168,994 +2,999	+2%	+$511K	1.85%	29
2024 Q2	$28.9M	Buy	+165,995	New	+$25.2M	1.91%	26
2022 Q1	–	Sell	-2,358	Closed	-$284K	–	151
2021 Q4	$284K	Sell	2,358 -246	-9%	-$28.8K	0.02%	110
2021 Q3	$291K	Buy	2,604 +82	+3%	+$9.63K	0.03%	107
2021 Q2	$303K	Buy	2,522 +520	+26%	+$60.9K	0.02%	108
2021 Q1	$237K	Buy	+2,002	New	+$248K	0.02%	118
2020 Q2	–	Sell	-122,279	Closed	-$5.84M	–	100
2020 Q1	$5.84M	Buy	122,279 +118,703	+3,319%	+$6.49M	1.43%	28
2019 Q4	$208K	Buy	+3,576	New	+$190K	0.03%	102
2018 Q4	–	Sell	-289,195	Closed	-$12.8M	–	105
2018 Q3	$12.8M	Buy	289,195 +16,014	+6%	+$663K	1.83%	31
2018 Q2	$9.99M	Buy	273,181 +2,132	+0.8%	+$84.3K	1.56%	36
2018 Q1	$11.9M	Buy	+271,049	New	+$11.8M	1.88%	32
2015 Q3	–	Sell	-376,015	Closed	-$8.54M	–	137
2015 Q2	$8.54M	Buy	376,015 +19,070	+5%	+$455K	1.75%	15
2015 Q1	$8.38M	Buy	356,945 +8,580	+2%	+$202K	1.8%	15
2014 Q4	$7.8M	Buy	+348,365	New	+$7.59M	1.67%	19
2013 Q3	–	Sell	-114,078	Closed	-$2.09M	–	146
2013 Q2	$2.09M	Buy	+114,078	New	+$2.1M	0.63%	57

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

Main Street Research's TSM Position: Q2 2026 in Review

Main Street Research increased its TSMC (TSM) stake by 2.4% in Q2 2026, buying an estimated $2.14M and bringing the position to 228,429 shares worth $109M. The position accounts for 5.15% of the portfolio, ranked #5.

Main Street Research first reported a position in TSM in Q2 2013 and has held it in 22 quarters since. 3,578 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Main Street Research held 228,429 shares of TSMC worth $109M as of Q2 2026.
Main Street Research bought 5,270 TSMC shares in Q2 2026, an estimated $2.14M.
TSMC made up 5.15% of Main Street Research's portfolio in Q2 2026, its #5 holding.
Main Street Research first reported a position in TSMC in Q2 2013 and has held it in 22 quarters since.
3,578 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.