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MJP Associates’s TSMC TSM Stock Holding History

MJP Associates’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 		$813K Sell
1,703
-559
-25% -$227K 0.09% 86
2026
Q1 		$765K Sell
2,262
-3,395
-60% -$1.17M 0.09% 80
2025
Q4 		$1.72M Buy
5,657
+279
+5% +$81.9K 0.22% 53
2025
Q3 		$1.5M Buy
5,378
+43
+0.8% +$10.5K 0.2% 49
2025
Q2 		$1.21M Buy
5,335
+2,175
+69% +$403K 0.18% 54
2025
Q1 		$524K Buy
3,160
+103
+3% +$20K 0.09% 103
2024
Q4 		$604K Sell
3,057
-602
-16% -$117K 0.11% 80
2024
Q3 		$635K Buy
3,659
+268
+8% +$45.7K 0.12% 89
2024
Q2 		$589K Buy
3,391
+245
+8% +$37.2K 0.12% 88
2024
Q1 		$428K Buy
3,146
+366
+13% +$45.5K 0.09% 122
2023
Q4 		$289K Buy
+2,780
New +$265K 0.08% 132

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

MJP Associates's TSM Position: Q2 2026 in Review

MJP Associates reduced its TSMC (TSM) stake by 25% in Q2 2026, selling an estimated $227K and leaving 1,703 shares worth $813K. The position accounts for 0.09% of the portfolio, ranked #86.

MJP Associates first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2025. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • MJP Associates held 1,703 shares of TSMC worth $813K as of Q2 2026.
  • MJP Associates sold 559 TSMC shares in Q2 2026, an estimated $227K.
  • TSMC made up 0.09% of MJP Associates's portfolio in Q2 2026, its #86 holding.
  • MJP Associates first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • MJP Associates's TSMC position peaked at $1.72M in Q4 2025.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.