Palladiem’s TSMC TSM Stock Holding History

Palladiem’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 Q1	$595K	Buy	1,629 +52	+3%	+$17.9K	0.57%	21
2025 Q4	$472K	Buy	+1,577	New	+$463K	0.45%	26
2023 Q3	$259K	Hold	2,981	–	–	0.28%	42
2023 Q2	$301K	Hold	2,981	–	–	0.31%	39
2023 Q1	$277K	Hold	2,981	–	–	0.3%	38
2022 Q4	$222K	Hold	2,981	–	–	0.23%	51
2022 Q3	$204K	Hold	2,981	–	–	0.21%	47
2022 Q2	$244K	Hold	2,981	–	–	0.24%	42
2022 Q1	$311K	Hold	2,981	–	–	0.27%	37
2021 Q4	$359K	Hold	2,981	–	–	0.29%	39
2021 Q3	$333K	Hold	2,981	–	–	0.27%	36
2021 Q2	$358K	Hold	2,981	–	–	0.29%	43
2021 Q1	$353K	Sell	2,981 -151	-5%	-$18.7K	0.31%	37
2020 Q4	$342K	Buy	+3,132	New	+$297K	0.32%	36

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Palladiem's TSM Position: Q1 2026 in Review

Palladiem increased its TSMC (TSM) stake by 3.3% in Q1 2026, buying an estimated $17.9K and bringing the position to 1,629 shares worth $595K. The position accounts for 0.57% of the portfolio, ranked #21.

Palladiem first reported a position in TSM in Q4 2020 and has held it in 14 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Palladiem held 1,629 shares of TSMC worth $595K as of Q1 2026.
Palladiem bought 52 TSMC shares in Q1 2026, an estimated $17.9K.
TSMC made up 0.57% of Palladiem's portfolio in Q1 2026, its #21 holding.
Palladiem first reported a position in TSMC in Q4 2020 and has held it in 14 quarters since.
3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.