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Montag & Associates’s TSMC TSM Stock Holding History

Montag & 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 		$26.7M Buy
55,862
+546
+1% +$222K 1.13% 18
2026
Q1 		$18.8M Sell
55,316
-4,918
-8% -$1.69M 0.87% 29
2025
Q4 		$18.3M Buy
60,234
+8,996
+18% +$2.64M 0.84% 27
2025
Q3 		$14.4M Sell
51,238
-1,700
-3% -$416K 0.66% 37
2025
Q2 		$12M Buy
52,938
+547
+1% +$101K 0.59% 44
2025
Q1 		$8.73M Buy
52,391
+6,895
+15% +$1.34M 0.44% 56
2024
Q4 		$9.01M Buy
45,496
+1,622
+4% +$314K 0.43% 54
2024
Q3 		$7.65M Sell
43,874
-8,569
-16% -$1.46M 0.36% 69
2024
Q2 		$9.14M Buy
52,443
+9,011
+21% +$1.37M 0.46% 57
2024
Q1 		$5.93M Buy
43,432
+37,693
+657% +$4.68M 0.3% 83
2023
Q4 		$597K Buy
5,739
+5,201
+967% +$496K 0.03% 283
2023
Q3 		$47.1K Sell
538
-10
-2% -$946 ﹤0.01% 565
2023
Q2 		$55.5K Buy
548
+45
+9% +$4.19K ﹤0.01% 553
2023
Q1 		$47.1K Sell
503
-371
-42% -$33.3K ﹤0.01% 566
2022
Q4 		$65.5K Buy
874
+632
+261% +$45.7K ﹤0.01% 501
2022
Q3 		$17K Hold
242
– – ﹤0.01% 678
2022
Q2 		$20K Hold
242
– – ﹤0.01% 640
2022
Q1 		$25K Hold
242
– – ﹤0.01% 651
2021
Q4 		$29K Hold
242
– – ﹤0.01% 641
2021
Q3 		$27K Hold
242
– – ﹤0.01% 641
2021
Q2 		$29K Hold
242
– – ﹤0.01% 619
2021
Q1 		$29K Hold
242
– – ﹤0.01% 627
2020
Q4 		$26K Buy
+242
New +$23K ﹤0.01% 612

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

Montag & Associates's TSM Position: Q2 2026 in Review

Montag & Associates increased its TSMC (TSM) stake by 0.99% in Q2 2026, buying an estimated $222K and bringing the position to 55,862 shares worth $26.7M. The position accounts for 1.13% of the portfolio, ranked #18.

Montag & Associates first reported a position in TSM in Q4 2020 and has held it in 23 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Montag & Associates held 55,862 shares of TSMC worth $26.7M as of Q2 2026.
  • Montag & Associates bought 546 TSMC shares in Q2 2026, an estimated $222K.
  • TSMC made up 1.13% of Montag & Associates's portfolio in Q2 2026, its #18 holding.
  • Montag & Associates first reported a position in TSMC in Q4 2020 and has held it in 23 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.