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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Southeast Asset Advisors's TSM Position: Q1 2026 in Review

Southeast Asset Advisors increased its TSMC (TSM) stake by 8.2% in Q1 2026, buying an estimated $1.18M and bringing the position to 44,909 shares worth $15.2M. The position accounts for 1.66% of the portfolio, ranked #10.

Southeast Asset Advisors first reported a position in TSM in Q2 2024 and has held it in 8 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Southeast Asset Advisors held 44,909 shares of TSMC worth $15.2M as of Q1 2026.
  • Southeast Asset Advisors bought 3,419 TSMC shares in Q1 2026, an estimated $1.18M.
  • TSMC made up 1.66% of Southeast Asset Advisors's portfolio in Q1 2026, its #10 holding.
  • Southeast Asset Advisors first reported a position in TSMC in Q2 2024 and has held it in 8 quarters since.
  • 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.