Motley Fool Asset Management’s TSMC TSM Stock Holding History

Motley Fool Asset Management’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	$13.1M	Sell	38,795 -1,782	-4%	-$613K	0.56%	35
2025 Q4	$12.3M	Sell	40,577 -1,539	-4%	-$452K	0.48%	45
2025 Q3	$11.8M	Sell	42,116 -1,701	-4%	-$416K	0.49%	40
2025 Q2	$9.92M	Sell	43,817 -810	-2%	-$150K	0.46%	43
2025 Q1	$7.41M	Sell	44,627 -5,616	-11%	-$1.09M	0.42%	55
2024 Q4	$9.92M	Buy	50,243 +2,920	+6%	+$565K	0.52%	44
2024 Q3	$8.14M	Sell	47,323 -23,400	-33%	-$3.99M	0.48%	56
2024 Q2	$12.2M	Sell	70,723 -36,787	-34%	-$5.58M	0.81%	31
2024 Q1	$14.6M	Sell	107,510 -34,618	-24%	-$4.3M	0.95%	27
2023 Q4	$14.8M	Sell	142,128 -1,840	-1%	-$175K	1.1%	23
2023 Q3	$12.5M	Buy	+143,968	New	+$13.6M	1%	28
2022 Q4	–	Sell	-160,569	Closed	-$11M	–	216
2022 Q3	$11M	Sell	160,569 -4,158	-3%	-$344K	1.08%	26
2022 Q2	$12.5M	Sell	164,727 -7,623	-4%	-$705K	1.18%	24
2022 Q1	$18M	Sell	172,350 -11,550	-6%	-$1.35M	1.32%	21
2021 Q4	$22.1M	Hold	183,900	–	–	1.41%	19
2021 Q3	$20.5M	Hold	183,900	–	–	1.33%	22
2021 Q2	$22.1M	Hold	183,900	–	–	1.46%	18
2021 Q1	$21.8M	Hold	183,900	–	–	1.57%	17
2020 Q4	$20.1M	Hold	183,900	–	–	1.5%	22
2020 Q3	$14.9M	Hold	183,900	–	–	1.32%	26
2020 Q2	$10.4M	Hold	183,900	–	–	1.04%	33
2020 Q1	$8.79M	Sell	183,900 -58,600	-24%	-$3.21M	1.14%	29
2019 Q4	$14.1M	Hold	242,500	–	–	1.51%	22
2019 Q3	$11.3M	Hold	242,500	–	–	1.31%	29
2019 Q2	$9.5M	Hold	242,500	–	–	1.06%	33
2019 Q1	$9.93M	Hold	242,500	–	–	1.15%	31
2018 Q4	$8.95M	Sell	242,500 -5,000	-2%	-$190K	1.25%	31
2018 Q3	$10.9M	Hold	247,500	–	–	1.33%	23
2018 Q2	$9.05M	Hold	247,500	–	–	1.21%	31
2018 Q1	$10.8M	Buy	+247,500	New	+$10.8M	1.52%	27
2017 Q2	–	Sell	-247,500	Closed	-$8.13M	–	72
2017 Q1	$8.13M	Sell	247,500 -35,000	-12%	-$1.09M	1.75%	21
2016 Q4	$8.12M	Sell	282,500 -49,500	-15%	-$1.49M	1.8%	22
2016 Q3	$10.2M	Sell	332,000 -11,500	-3%	-$329K	2.24%	12
2016 Q2	$9.01M	Hold	343,500	–	–	1.97%	13
2016 Q1	$9M	Buy	343,500 +53,500	+18%	+$1.25M	1.89%	14
2015 Q4	$7.82M	Sell	290,000 -58,500	-17%	-$1.32M	1.57%	19
2015 Q3	$7.23M	Buy	348,500 +8,000	+2%	+$168K	1.42%	25
2015 Q2	$7.73M	Hold	340,500	–	–	1.37%	28
2015 Q1	$8M	Hold	340,500	–	–	1.41%	25
2014 Q4	$7.66M	Hold	340,500	–	–	1.44%	25
2014 Q3	$6.87M	Hold	340,500	–	–	1.42%	26
2014 Q2	$7.28M	Hold	340,500	–	–	1.57%	25
2014 Q1	$6.82M	Buy	+340,500	New	+$6.1M	1.58%	25

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

Motley Fool Asset Management's TSM Position: Q1 2026 in Review

Motley Fool Asset Management reduced its TSMC (TSM) stake by 4.4% in Q1 2026, selling an estimated $613K and leaving 38,795 shares worth $13.1M. The position accounts for 0.56% of the portfolio, ranked #35.

Motley Fool Asset Management first reported a position in TSM in Q1 2014 and has held it in 43 quarters since. The position peaked at $22.1M in Q4 2021. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Motley Fool Asset Management held 38,795 shares of TSMC worth $13.1M as of Q1 2026.
Motley Fool Asset Management sold 1,782 TSMC shares in Q1 2026, an estimated $613K.
TSMC made up 0.56% of Motley Fool Asset Management's portfolio in Q1 2026, its #35 holding.
Motley Fool Asset Management first reported a position in TSMC in Q1 2014 and has held it in 43 quarters since.
Motley Fool Asset Management's TSMC position peaked at $22.1M in Q4 2021.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Motley Fool Asset Management's 13F filing for Q1 2026, filed 12 May 2026.