Real Talk Capital’s TSMC TSM Stock Holding History

Real Talk Capital’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	$599K	Sell	1,255 -16	-1%	-$6.49K	0.45%	46
2026 Q1	$430K	Buy	1,271 +59	+5%	+$20.3K	0.41%	48
2025 Q4	$368K	Buy	1,212 +45	+4%	+$13.2K	0.37%	59
2025 Q3	$326K	Buy	1,167 +79	+7%	+$19.3K	0.35%	61
2025 Q2	$246K	Buy	+1,088	New	+$202K	0.3%	75

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

Real Talk Capital's TSM Position: Q2 2026 in Review

Real Talk Capital reduced its TSMC (TSM) stake by 1.3% in Q2 2026, selling an estimated $6.49K and leaving 1,255 shares worth $599K. The position accounts for 0.45% of the portfolio, ranked #46.

Real Talk Capital first reported a position in TSM in Q2 2025 and has held it in 5 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Real Talk Capital held 1,255 shares of TSMC worth $599K as of Q2 2026.
Real Talk Capital sold 16 TSMC shares in Q2 2026, an estimated $6.49K.
TSMC made up 0.45% of Real Talk Capital's portfolio in Q2 2026, its #46 holding.
Real Talk Capital first reported a position in TSMC in Q2 2025 and has held it in 5 quarters since.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Real Talk Capital's 13F filing for Q2 2026, filed 14 Aug 2026.