Montis Financial’s TSMC TSM Stock Holding History

Montis Financial’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	$229K	Hold	677	–	–	0.05%	142
2025 Q4	$206K	Buy	+677	New	+$199K	0.04%	153

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Montis Financial's TSM Position: Q1 2026 in Review

Montis Financial held its TSMC (TSM) position steady in Q1 2026 at 677 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #142.

Montis Financial first reported a position in TSM in Q4 2025 and has held it in 2 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Montis Financial held 677 shares of TSMC worth $229K as of Q1 2026.
Montis Financial left its TSMC share count unchanged in Q1 2026.
TSMC made up 0.05% of Montis Financial's portfolio in Q1 2026, its #142 holding.
Montis Financial first reported a position in TSMC in Q4 2025 and has held it in 2 quarters since.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.