Schwartz Investment Counsel’s TSMC TSM Stock Holding History

Schwartz Investment Counsel’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	$48.8M	Hold	144,350	–	–	1.73%	17
2025 Q4	$43.9M	Hold	144,350	–	–	1.53%	19
2025 Q3	$40.3M	Hold	144,350	–	–	1.35%	26
2025 Q2	$32.7M	Sell	144,350 -164,900	-53%	-$30.5M	1.08%	37
2025 Q1	$51.3M	Buy	309,250 +33,000	+12%	+$6.41M	1.76%	19
2024 Q4	$54.6M	Buy	276,250 +115,000	+71%	+$22.3M	1.97%	17
2024 Q3	$28M	Buy	161,250 +140,000	+659%	+$23.9M	1%	36
2024 Q2	$3.69M	Hold	21,250	–	–	0.14%	81
2024 Q1	$2.89M	Hold	21,250	–	–	0.11%	91
2023 Q4	$2.21M	Hold	21,250	–	–	0.09%	91
2023 Q3	$1.85M	Hold	21,250	–	–	0.08%	93
2023 Q2	$2.14M	Buy	21,250 +250	+1%	+$23.3K	0.09%	91
2023 Q1	$1.95M	Hold	21,000	–	–	0.09%	92
2022 Q4	$1.56M	Hold	21,000	–	–	0.07%	94
2022 Q3	$1.44M	Hold	21,000	–	–	0.07%	92
2022 Q2	$1.72M	Hold	21,000	–	–	0.08%	90
2022 Q1	$2.19M	Hold	21,000	–	–	0.09%	90
2021 Q4	$2.53M	Hold	21,000	–	–	0.1%	86
2021 Q3	$2.35M	Hold	21,000	–	–	0.1%	82
2021 Q2	$2.52M	Hold	21,000	–	–	0.1%	81
2021 Q1	$2.48M	Hold	21,000	–	–	0.11%	82
2020 Q4	$2.29M	Hold	21,000	–	–	0.1%	78
2020 Q3	$1.7M	Sell	21,000 -1,000	-5%	-$76K	0.09%	86
2020 Q2	$1.25M	Hold	22,000	–	–	0.07%	89
2020 Q1	$1.05M	Hold	22,000	–	–	0.07%	87
2019 Q4	$1.28M	Sell	22,000 -9,000	-29%	-$477K	0.06%	89
2019 Q3	$1.44M	Sell	31,000 -7,500	-19%	-$320K	0.07%	95
2019 Q2	$1.51M	Hold	38,500	–	–	0.08%	96
2019 Q1	$1.58M	Sell	38,500 -15,000	-28%	-$572K	0.08%	94
2018 Q4	$1.98M	Buy	53,500 +10,000	+23%	+$381K	0.12%	90
2018 Q3	$1.92M	Hold	43,500	–	–	0.1%	94
2018 Q2	$1.59M	Buy	43,500 +5,000	+13%	+$198K	0.09%	94
2018 Q1	$1.69M	Sell	38,500 -4,000	-9%	-$174K	0.1%	96
2017 Q4	$1.69M	Hold	42,500	–	–	0.1%	93
2017 Q3	$1.6M	Hold	42,500	–	–	0.1%	93
2017 Q2	$1.49M	Hold	42,500	–	–	0.1%	95
2017 Q1	$1.4M	Hold	42,500	–	–	0.09%	95
2016 Q4	$1.22M	Hold	42,500	–	–	0.08%	98
2016 Q3	$1.3M	Sell	42,500 -7,500	-15%	-$214K	0.09%	98
2016 Q2	$1.31M	Hold	50,000	–	–	0.09%	96
2016 Q1	$1.31M	Hold	50,000	–	–	0.1%	102
2015 Q4	$1.14M	Hold	50,000	–	–	0.09%	106
2015 Q3	$1.04M	Hold	50,000	–	–	0.08%	113
2015 Q2	$1.14M	Hold	50,000	–	–	0.08%	124
2015 Q1	$1.17M	Sell	50,000 -4,000	-7%	-$94.2K	0.08%	118
2014 Q4	$1.21M	Buy	54,000 +5,000	+10%	+$109K	0.08%	116
2014 Q3	$989K	Buy	49,000 +4,500	+10%	+$93.9K	0.07%	118
2014 Q2	$952K	Hold	44,500	–	–	0.07%	125
2014 Q1	$891K	Hold	44,500	–	–	0.07%	131
2013 Q4	$776K	Buy	44,500 +24,500	+123%	+$435K	0.06%	145
2013 Q3	$339K	Hold	20,000	–	–	0.03%	186
2013 Q2	$366K	Buy	+20,000	New	+$368K	0.04%	187

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

Schwartz Investment Counsel's TSM Position: Q1 2026 in Review

Schwartz Investment Counsel held its TSMC (TSM) position steady in Q1 2026 at 144,350 shares worth $48.8M. The position accounts for 1.73% of the portfolio, ranked #17.

Schwartz Investment Counsel first reported a position in TSM in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.6M in Q4 2024. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Schwartz Investment Counsel held 144,350 shares of TSMC worth $48.8M as of Q1 2026.
Schwartz Investment Counsel left its TSMC share count unchanged in Q1 2026.
TSMC made up 1.73% of Schwartz Investment Counsel's portfolio in Q1 2026, its #17 holding.
Schwartz Investment Counsel first reported a position in TSMC in Q2 2013 and has held it in 52 quarters since.
Schwartz Investment Counsel's TSMC position peaked at $54.6M in Q4 2024.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Schwartz Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.