Murphy Pohlad Asset Management’s TSMC TSM Stock Holding History

Murphy Pohlad 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 Q2	$275K	Sell	576 -27	-4%	-$11K	0.1%	121
2026 Q1	$204K	Buy	+603	New	+$208K	0.07%	130
2021 Q1	–	Sell	-1,988	Closed	-$216K	–	110
2020 Q4	$216K	Sell	1,988 -1,123	-36%	-$107K	0.11%	95
2020 Q3	$252K	Buy	+3,111	New	+$236K	0.13%	92
2020 Q1	–	Sell	-3,475	Closed	-$201K	–	105
2019 Q4	$201K	Buy	+3,475	New	+$184K	0.11%	97
2017 Q4	–	Sell	-5,391	Closed	-$202K	–	92
2017 Q3	$202K	Buy	+5,391	New	+$197K	0.14%	88
2016 Q4	–	Sell	-7,266	Closed	-$222K	–	91
2016 Q3	$222K	Buy	+7,266	New	+$208K	0.16%	87
2016 Q2	–	Sell	-7,896	Closed	-$206K	–	99
2016 Q1	$206K	Buy	+7,896	New	+$185K	0.15%	95
2015 Q2	–	Sell	-8,906	Closed	-$209K	–	93
2015 Q1	$209K	Buy	+8,906	New	+$210K	0.16%	88
2014 Q3	–	Sell	-9,571	Closed	-$204K	–	90
2014 Q2	$204K	Buy	+9,571	New	+$197K	0.16%	87

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

Murphy Pohlad Asset Management's TSM Position: Q2 2026 in Review

Murphy Pohlad Asset Management reduced its TSMC (TSM) stake by 4.5% in Q2 2026, selling an estimated $11K and leaving 576 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #121.

Murphy Pohlad Asset Management first reported a position in TSM in Q2 2014 and has held it in 10 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Murphy Pohlad Asset Management held 576 shares of TSMC worth $275K as of Q2 2026.
Murphy Pohlad Asset Management sold 27 TSMC shares in Q2 2026, an estimated $11K.
TSMC made up 0.1% of Murphy Pohlad Asset Management's portfolio in Q2 2026, its #121 holding.
Murphy Pohlad Asset Management first reported a position in TSMC in Q2 2014 and has held it in 10 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.