R.M. Davis Inc’s TSMC TSM Stock Holding History

R.M. Davis Inc’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	$582K	Buy	1,216 +300	+33%	+$122K	0.01%	196
2026 Q1	$310K	Sell	916 -85	-8%	-$29.3K	0.01%	236
2025 Q4	$304K	Buy	1,001 +147	+17%	+$43.1K	0.01%	229
2025 Q3	$239K	Buy	+854	New	+$209K	﹤0.01%	254
2022 Q1	–	Sell	-1,730	Closed	-$208K	–	286
2021 Q4	$208K	Buy	+1,730	New	+$203K	﹤0.01%	266
2021 Q3	–	Sell	-2,013	Closed	-$242K	–	264
2021 Q2	$242K	Buy	+2,013	New	+$236K	0.01%	243

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

R.M. Davis Inc's TSM Position: Q2 2026 in Review

R.M. Davis Inc increased its TSMC (TSM) stake by 33% in Q2 2026, buying an estimated $122K and bringing the position to 1,216 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #196.

R.M. Davis Inc first reported a position in TSM in Q2 2021 and has held it in 6 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

R.M. Davis Inc held 1,216 shares of TSMC worth $582K as of Q2 2026.
R.M. Davis Inc bought 300 TSMC shares in Q2 2026, an estimated $122K.
TSMC made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #196 holding.
R.M. Davis Inc first reported a position in TSMC in Q2 2021 and has held it in 6 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.