SAA
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Southeast Asset Advisors’s TSMC TSM Stock Holding History

Southeast Asset Advisors’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 		$21.5M Buy
45,010
+101
+0.2% +$41K 2.18% 8
2026
Q1 		$15.2M Buy
44,909
+3,419
+8% +$1.18M 1.66% 10
2025
Q4 		$12.6M Buy
41,490
+1
+0% +$293 1.2% 17
2025
Q3 		$11.6M Buy
41,489
+321
+0.8% +$78.5K 1.26% 15
2025
Q2 		$9.32M Buy
41,168
+342
+0.8% +$63.4K 1.11% 15
2025
Q1 		$6.78M Buy
40,826
+18,010
+79% +$3.5M 0.83% 19
2024
Q4 		$4.51M Buy
22,816
+15,256
+202% +$2.95M 0.55% 30
2024
Q3 		$1.31M Buy
7,560
+4,205
+125% +$717K 0.15% 76
2024
Q2 		$583K Buy
+3,355
New +$509K 0.07% 103

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Southeast Asset Advisors's TSM Position: Q2 2026 in Review

Southeast Asset Advisors increased its TSMC (TSM) stake by 0.22% in Q2 2026, buying an estimated $41K and bringing the position to 45,010 shares worth $21.5M. The position accounts for 2.18% of the portfolio, ranked #8.

Southeast Asset Advisors first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Southeast Asset Advisors held 45,010 shares of TSMC worth $21.5M as of Q2 2026.
  • Southeast Asset Advisors bought 101 TSMC shares in Q2 2026, an estimated $41K.
  • TSMC made up 2.18% of Southeast Asset Advisors's portfolio in Q2 2026, its #8 holding.
  • Southeast Asset Advisors first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • 3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.