SCM
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Stonebridge Capital Management’s TSMC TSM Stock Holding History

Stonebridge Capital Management’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 		$5.61M Buy
+16,590
New +$5.71M 2.55% 13
2025
Q2 		$4.44M Hold
19,585
– – 1.73% 20
2025
Q1 		$3.25M Buy
19,585
+2,040
+12% +$396K 1.41% 24
2024
Q4 		$3.46M Sell
17,545
-3,375
-16% -$653K 1.42% 23
2024
Q3 		$3.63M Hold
20,920
– – 1.44% 22
2024
Q2 		$3.64M Sell
20,920
-225
-1% -$34.1K 1.55% 23
2024
Q1 		$2.88M Buy
21,145
+1,475
+7% +$183K 1.29% 29
2023
Q4 		$2.05M Buy
19,670
+2,300
+13% +$219K 1% 31
2023
Q3 		$1.51M Sell
17,370
-2,205
-11% -$209K 0.82% 33
2023
Q2 		$1.98M Sell
19,575
-525
-3% -$48.9K 0.92% 31
2023
Q1 		$1.87M Sell
20,100
-2,750
-12% -$247K 0.9% 30
2022
Q4 		$1.7M Buy
+22,850
New +$1.65M 0.81% 33

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

Stonebridge Capital Management's TSM Position: Q1 2026 in Review

Stonebridge Capital Management opened a new position in TSMC (TSM) in Q1 2026: 16,590 shares worth $5.61M. The stake represents 2.55% of the portfolio and ranks #13 among its holdings. This is a return to the name: Stonebridge Capital Management previously reported a position in TSM as recently as Q2 2025.

Stonebridge Capital Management first reported a position in TSM in Q4 2022 and has held it in 12 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Stonebridge Capital Management held 16,590 shares of TSMC worth $5.61M as of Q1 2026.
  • TSMC was a new Stonebridge Capital Management position in Q1 2026.
  • TSMC made up 2.55% of Stonebridge Capital Management's portfolio in Q1 2026, its #13 holding.
  • Stonebridge Capital Management first reported a position in TSMC in Q4 2022 and has held it in 12 quarters since.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Stonebridge Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.