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Marietta Investment Partners’s TSMC TSM Stock Holding History

Marietta Investment Partners’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 		$6.57M Buy
13,764
+754
+6% +$306K 1.13% 27
2026
Q1 		$4.4M Buy
13,010
+3,328
+34% +$1.15M 0.88% 33
2025
Q4 		$2.94M Buy
9,682
+854
+10% +$251K 0.58% 48
2025
Q3 		$2.47M Buy
8,828
+3,312
+60% +$810K 0.48% 56
2025
Q2 		$1.25M Buy
5,516
+526
+11% +$97.4K 0.27% 75
2025
Q1 		$828K Sell
4,990
-1,068
-18% -$208K 0.2% 91
2024
Q4 		$1.2M Sell
6,058
-31
-0.5% -$6K 0.26% 74
2024
Q3 		$1.06M Sell
6,089
-730
-11% -$124K 0.22% 83
2024
Q2 		$1.19M Buy
6,819
+805
+13% +$122K 0.26% 74
2024
Q1 		$818K Buy
+6,014
New +$747K 0.18% 100
2023
Q1 		– Sell
-27,025
Closed -$2.01M – 168
2022
Q4 		$2.01M Sell
27,025
-1,230
-4% -$89K 0.57% 45
2022
Q3 		$1.76M Sell
28,255
-11,736
-29% -$970K 0.52% 43
2022
Q2 		$3.27M Buy
39,991
+368
+0.9% +$34K 0.97% 31
2022
Q1 		$4.13M Sell
39,623
-1,210
-3% -$142K 0.94% 37
2021
Q4 		$4.91M Sell
40,833
-7,536
-16% -$883K 1.04% 30
2021
Q3 		$5.4M Sell
48,369
-25,630
-35% -$3.01M 1.24% 24
2021
Q2 		$8.89M Buy
73,999
+742
+1% +$86.9K 2.03% 9
2021
Q1 		$8.66M Buy
73,257
+26,727
+57% +$3.31M 2.14% 9
2020
Q4 		$5.07M Buy
46,530
+34,734
+294% +$3.29M 1.29% 28
2020
Q3 		$956K Hold
11,796
– – 0.29% 66
2020
Q2 		$670K Sell
11,796
-18,240
-61% -$961K 0.22% 75
2020
Q1 		$1.44M Buy
30,036
+397
+1% +$21.7K 0.62% 42
2019
Q4 		$1.72M Buy
+29,639
New +$1.57M 0.56% 44

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marietta Investment Partners's TSM Position: Q2 2026 in Review

Marietta Investment Partners increased its TSMC (TSM) stake by 5.8% in Q2 2026, buying an estimated $306K and bringing the position to 13,764 shares worth $6.57M. The position accounts for 1.13% of the portfolio, ranked #27.

Marietta Investment Partners first reported a position in TSM in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.89M in Q2 2021. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Marietta Investment Partners held 13,764 shares of TSMC worth $6.57M as of Q2 2026.
  • Marietta Investment Partners bought 754 TSMC shares in Q2 2026, an estimated $306K.
  • TSMC made up 1.13% of Marietta Investment Partners's portfolio in Q2 2026, its #27 holding.
  • Marietta Investment Partners first reported a position in TSMC in Q4 2019 and has held it in 23 quarters since.
  • Marietta Investment Partners's TSMC position peaked at $8.89M in Q2 2021.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.