Pacific Point Advisors’s TSMC TSM Stock Holding History

Pacific Point Advisors’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	$2.71M	Sell	5,674 -3,618	-39%	-$1.47M	1.24%	16
2026 Q1	$3.14M	Sell	9,292 -51	-0.5%	-$17.6K	1.66%	8
2025 Q4	$2.84M	Buy	9,343 +221	+2%	+$64.8K	1.52%	10
2025 Q3	$2.55M	Buy	+9,122	New	+$2.23M	1.49%	10

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

Pacific Point Advisors's TSM Position: Q2 2026 in Review

Pacific Point Advisors reduced its TSMC (TSM) stake by 39% in Q2 2026, selling an estimated $1.47M and leaving 5,674 shares worth $2.71M. The position accounts for 1.24% of the portfolio, ranked #16.

Pacific Point Advisors first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.14M in Q1 2026. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Pacific Point Advisors held 5,674 shares of TSMC worth $2.71M as of Q2 2026.
Pacific Point Advisors sold 3,618 TSMC shares in Q2 2026, an estimated $1.47M.
TSMC made up 1.24% of Pacific Point Advisors's portfolio in Q2 2026, its #16 holding.
Pacific Point Advisors first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
Pacific Point Advisors's TSMC position peaked at $3.14M in Q1 2026.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.