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 Q2	$333K	Buy	697 +20	+3%	+$8.12K	0.07%	122
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 $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Montis Financial's TSM Position: Q2 2026 in Review

Montis Financial increased its TSMC (TSM) stake by 3% in Q2 2026, buying an estimated $8.12K and bringing the position to 697 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #122.

Montis Financial first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Montis Financial held 697 shares of TSMC worth $333K as of Q2 2026.
Montis Financial bought 20 TSMC shares in Q2 2026, an estimated $8.12K.
TSMC made up 0.07% of Montis Financial's portfolio in Q2 2026, its #122 holding.
Montis Financial first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.