Principal Street Partners’s TSMC TSM Stock Holding History

Principal Street Partners’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	$625K	Buy	1,850 +38	+2%	+$13.1K	0.1%	123
2025 Q4	$551K	Sell	1,812 -813	-31%	-$239K	0.09%	128
2025 Q3	$733K	Sell	2,625 -3,118	-54%	-$762K	0.12%	107
2025 Q2	$1.3M	Buy	5,743 +3,883	+209%	+$719K	0.13%	102
2025 Q1	$309K	Buy	1,860 +16	+0.9%	+$3.11K	0.06%	169
2024 Q4	$364K	Sell	1,844 -428	-19%	-$82.8K	0.07%	145
2024 Q3	$395K	Sell	2,272 -627	-22%	-$107K	0.06%	158
2024 Q2	$504K	Buy	2,899 +1,189	+70%	+$180K	0.09%	131
2024 Q1	$247K	Buy	+1,710	New	+$212K	0.05%	209
2022 Q2	–	Sell	-2,120	Closed	-$222K	–	224
2022 Q1	$222K	Buy	+2,120	New	+$248K	0.05%	202

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

Principal Street Partners's TSM Position: Q1 2026 in Review

Principal Street Partners increased its TSMC (TSM) stake by 2.1% in Q1 2026, buying an estimated $13.1K and bringing the position to 1,850 shares worth $625K. The position accounts for 0.1% of the portfolio, ranked #123.

Principal Street Partners first reported a position in TSM in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2025. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Principal Street Partners held 1,850 shares of TSMC worth $625K as of Q1 2026.
Principal Street Partners bought 38 TSMC shares in Q1 2026, an estimated $13.1K.
TSMC made up 0.1% of Principal Street Partners's portfolio in Q1 2026, its #123 holding.
Principal Street Partners first reported a position in TSMC in Q1 2022 and has held it in 10 quarters since.
Principal Street Partners's TSMC position peaked at $1.3M in Q2 2025.
3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.