MCM
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Mengis Capital Management’s TSMC TSM Stock Holding History

Mengis Capital Management’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 		$1.54M Buy
3,226
+325
+11% +$132K 0.23% 97
2026
Q1 		$980K Sell
2,901
-5
-0.2% -$1.72K 0.17% 116
2025
Q4 		$883K Sell
2,906
-74
-2% -$21.7K 0.16% 117
2025
Q3 		$832K Buy
2,980
+125
+4% +$30.6K 0.16% 113
2025
Q2 		$647K Buy
+2,855
New +$529K 0.14% 122

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

Mengis Capital Management's TSM Position: Q2 2026 in Review

Mengis Capital Management increased its TSMC (TSM) stake by 11% in Q2 2026, buying an estimated $132K and bringing the position to 3,226 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #97.

Mengis Capital Management first reported a position in TSM in Q2 2025 and has held it in 5 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Mengis Capital Management held 3,226 shares of TSMC worth $1.54M as of Q2 2026.
  • Mengis Capital Management bought 325 TSMC shares in Q2 2026, an estimated $132K.
  • TSMC made up 0.23% of Mengis Capital Management's portfolio in Q2 2026, its #97 holding.
  • Mengis Capital Management first reported a position in TSMC in Q2 2025 and has held it in 5 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.