MWA Asset Management’s TSMC TSM Stock Holding History

MWA 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	$3.19M	Sell	6,682 -597	-8%	-$242K	1.44%	20
2026 Q1	$2.46M	Sell	7,279 -412	-5%	-$142K	1.35%	23
2025 Q4	$2.34M	Sell	7,691 -309	-4%	-$90.7K	1.3%	25
2025 Q3	$2.23M	Sell	8,000 -268	-3%	-$65.5K	1.23%	24
2025 Q2	$1.87M	Buy	8,268 +448	+6%	+$83K	1.15%	27
2025 Q1	$1.3M	Buy	7,820 +258	+3%	+$50.1K	0.9%	35
2024 Q4	$1.49M	Buy	7,562 +548	+8%	+$106K	0.99%	33
2024 Q3	$1.22M	Buy	7,014 +85	+1%	+$14.5K	0.81%	40
2024 Q2	$1.2M	Sell	6,929 -40	-0.6%	-$6.07K	0.86%	39
2024 Q1	$948K	Buy	6,969 +250	+4%	+$31.1K	0.69%	49
2023 Q4	$699K	Buy	6,719 +400	+6%	+$38.1K	0.58%	60
2023 Q3	$549K	Buy	+6,319	New	+$598K	0.53%	66

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

MWA Asset Management's TSM Position: Q2 2026 in Review

MWA Asset Management reduced its TSMC (TSM) stake by 8.2% in Q2 2026, selling an estimated $242K and leaving 6,682 shares worth $3.19M. The position accounts for 1.44% of the portfolio, ranked #20.

MWA Asset Management first reported a position in TSM in Q3 2023 and has held it in 12 quarters since. 3,552 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

MWA Asset Management held 6,682 shares of TSMC worth $3.19M as of Q2 2026.
MWA Asset Management sold 597 TSMC shares in Q2 2026, an estimated $242K.
TSMC made up 1.44% of MWA Asset Management's portfolio in Q2 2026, its #20 holding.
MWA Asset Management first reported a position in TSMC in Q3 2023 and has held it in 12 quarters since.
3,552 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.