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Morningstar Investment Services’s TSMC TSM Stock Holding History

Morningstar Investment Services’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
2025
Q1 		$4.59M Sell
27,663
-40,684
-60% -$7.91M 0.84% 28
2024
Q4 		$13.5M Sell
68,347
-802,073
-92% -$155M 1.23% 17
2024
Q3 		$155M Sell
870,420
-18,847
-2% -$3.21M 1.58% 12
2024
Q2 		$153M Sell
889,267
-11,241
-1% -$1.71M 1.66% 10
2024
Q1 		$123M Sell
900,508
-1,011,205
-53% -$126M 1.35% 17
2023
Q4 		$200M Buy
1,911,713
+937,646
+96% +$89.4M 1.13% 25
2023
Q3 		$84.2M Buy
974,067
+22,578
+2% +$2.14M 1.08% 24
2023
Q2 		$95.8M Sell
951,489
-22,927
-2% -$2.13M 1.23% 21
2023
Q1 		$90.2M Buy
974,416
+7,717
+0.8% +$693K 1.21% 21
2022
Q4 		$73.3M Sell
966,699
-38,927
-4% -$2.82M 1% 24
2022
Q3 		$61.3M Sell
1,005,626
-63,489
-6% -$5.25M 0.87% 32
2022
Q2 		$89.6M Sell
1,069,115
-117,971
-10% -$10.9M 1.2% 22
2022
Q1 		$128M Buy
1,187,086
+191,795
+19% +$22.4M 1.42% 21
2021
Q4 		$120M Buy
995,291
+179,230
+22% +$21M 1.33% 22
2021
Q3 		$91.1M Sell
816,061
-11,787
-1% -$1.38M 1.08% 27
2021
Q2 		$99.5M Sell
827,848
-3,345
-0.4% -$392K 1.19% 23
2021
Q1 		$95.6M Buy
831,193
+84,171
+11% +$10.4M 1.25% 22
2020
Q4 		$81.5M Buy
747,022
+34,108
+5% +$3.24M 1.13% 24
2020
Q3 		$57.4M Buy
+712,914
New +$54.2M 0.89% 29

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morningstar Investment Services's TSM Position: Q1 2025 in Review

Morningstar Investment Services reduced its TSMC (TSM) stake by 60% in Q1 2025, selling an estimated $7.91M and leaving 27,663 shares worth $4.59M. The position accounts for 0.84% of the portfolio, ranked #28.

Morningstar Investment Services first reported a position in TSM in Q3 2020 and has held it in 19 quarters since. The position peaked at $200M in Q4 2023. 2,440 funds tracked by Wall St. Rank hold TSM as of Q1 2025.

  • Morningstar Investment Services held 27,663 shares of TSMC worth $4.59M as of Q1 2025.
  • Morningstar Investment Services sold 40,684 TSMC shares in Q1 2025, an estimated $7.91M.
  • TSMC made up 0.84% of Morningstar Investment Services's portfolio in Q1 2025, its #28 holding.
  • Morningstar Investment Services first reported a position in TSMC in Q3 2020 and has held it in 19 quarters since.
  • Morningstar Investment Services's TSMC position peaked at $200M in Q4 2023.
  • 2,440 funds tracked by Wall St. Rank held TSMC as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.