MSR
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Main Street Research's TSM Position: Q1 2026 in Review

Main Street Research increased its TSMC (TSM) stake by 2.3% in Q1 2026, buying an estimated $1.72M and bringing the position to 223,159 shares worth $75.4M. The position accounts for 4.39% of the portfolio, ranked #5.

Main Street Research first reported a position in TSM in Q2 2013 and has held it in 21 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Main Street Research held 223,159 shares of TSMC worth $75.4M as of Q1 2026.
  • Main Street Research bought 5,012 TSMC shares in Q1 2026, an estimated $1.72M.
  • TSMC made up 4.39% of Main Street Research's portfolio in Q1 2026, its #5 holding.
  • Main Street Research first reported a position in TSMC in Q2 2013 and has held it in 21 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Main Street Research's 13F filing for Q1 2026, filed 30 Apr 2026.