Thompson David Blair’s TSMC TSM Stock Holding History

Thompson David Blair’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	$1.45M	Sell	3,036 -374	-11%	-$152K	0.72%	37
2026 Q1	$1.15M	Buy	3,410 +1,403	+70%	+$483K	0.66%	51
2025 Q4	$610K	Buy	+2,007	New	+$589K	0.35%	79

Other funds holding TSM

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thompson David Blair's TSM Position: Q2 2026 in Review

Thompson David Blair reduced its TSMC (TSM) stake by 11% in Q2 2026, selling an estimated $152K and leaving 3,036 shares worth $1.45M. The position accounts for 0.72% of the portfolio, ranked #37.

Thompson David Blair first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,384 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Thompson David Blair held 3,036 shares of TSMC worth $1.45M as of Q2 2026.
Thompson David Blair sold 374 TSMC shares in Q2 2026, an estimated $152K.
TSMC made up 0.72% of Thompson David Blair's portfolio in Q2 2026, its #37 holding.
Thompson David Blair first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
3,384 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.