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Northeast Investment Management’s TSMC TSM Stock Holding History

Northeast Investment 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 		$27.7M Buy
58,050
+24,252
+72% +$9.84M 1.02% 30
2026
Q1 		$11.4M Buy
33,798
+26,594
+369% +$9.15M 0.47% 48
2025
Q4 		$2.19M Buy
7,204
+99
+1% +$29K 0.09% 84
2025
Q3 		$1.98M Buy
7,105
+528
+8% +$129K 0.08% 86
2025
Q2 		$1.49M Buy
6,577
+71
+1% +$13.2K 0.06% 93
2025
Q1 		$1.08M Buy
6,506
+605
+10% +$118K 0.05% 102
2024
Q4 		$1.17M Buy
5,901
+1,495
+34% +$289K 0.05% 102
2024
Q3 		$765K Buy
4,406
+8
+0.2% +$1.36K 0.03% 118
2024
Q2 		$764K Buy
4,398
+41
+0.9% +$6.22K 0.04% 117
2024
Q1 		$593K Hold
4,357
– – 0.03% 127
2023
Q4 		$453K Sell
4,357
-1,584
-27% -$151K 0.02% 135
2023
Q3 		$516K Sell
5,941
-90
-1% -$8.51K 0.03% 126
2023
Q2 		$609K Buy
+6,031
New +$561K 0.03% 120

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northeast Investment Management's TSM Position: Q2 2026 in Review

Northeast Investment Management increased its TSMC (TSM) stake by 72% in Q2 2026, buying an estimated $9.84M and bringing the position to 58,050 shares worth $27.7M. The position accounts for 1.02% of the portfolio, ranked #30.

Northeast Investment Management first reported a position in TSM in Q2 2023 and has held it in 13 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Northeast Investment Management held 58,050 shares of TSMC worth $27.7M as of Q2 2026.
  • Northeast Investment Management bought 24,252 TSMC shares in Q2 2026, an estimated $9.84M.
  • TSMC made up 1.02% of Northeast Investment Management's portfolio in Q2 2026, its #30 holding.
  • Northeast Investment Management first reported a position in TSMC in Q2 2023 and has held it in 13 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.