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Summit Trail Advisors’s TSMC TSM Stock Holding History

Summit Trail 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 		$1.31M Sell
3,878
-4,096
-51% -$1.41M 0.02% 799
2025
Q4 		$2.43M Sell
7,974
-1,470
-16% -$431K 0.04% 307
2025
Q3 		$2.65M Buy
9,444
+2,030
+27% +$496K 0.04% 307
2025
Q2 		$1.68M Buy
+7,414
New +$1.37M 0.03% 308
2024
Q4 		– Sell
-3,839
Closed -$669K – 739
2024
Q3 		$669K Buy
3,839
+1,311
+52% +$223K 0.02% 338
2024
Q2 		$441K Buy
2,528
+493
+24% +$74.8K 0.01% 396
2024
Q1 		$278K Buy
+2,035
New +$253K 0.01% 485
2023
Q3 		– Sell
-2,022
Closed -$205K – 577
2023
Q2 		$205K Buy
+2,022
New +$188K 0.01% 479
2022
Q1 		– Sell
-1,815
Closed -$219K – 374
2021
Q4 		$219K Sell
1,815
-444
-20% -$52K 0.01% 263
2021
Q3 		$253K Buy
2,259
+50
+2% +$5.87K 0.02% 224
2021
Q2 		$266K Sell
2,209
-135
-6% -$15.8K 0.02% 188
2021
Q1 		$278K Buy
+2,344
New +$290K 0.03% 160
2018
Q1 		– Sell
-973
Closed -$42K – 1565
2017
Q4 		$42K Buy
+973
New +$39.4K 0.01% 861

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

Summit Trail Advisors's TSM Position: Q1 2026 in Review

Summit Trail Advisors reduced its TSMC (TSM) stake by 51% in Q1 2026, selling an estimated $1.41M and leaving 3,878 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #799.

Summit Trail Advisors first reported a position in TSM in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.65M in Q3 2025. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Summit Trail Advisors held 3,878 shares of TSMC worth $1.31M as of Q1 2026.
  • Summit Trail Advisors sold 4,096 TSMC shares in Q1 2026, an estimated $1.41M.
  • TSMC made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #799 holding.
  • Summit Trail Advisors first reported a position in TSMC in Q4 2017 and has held it in 13 quarters since.
  • Summit Trail Advisors's TSMC position peaked at $2.65M in Q3 2025.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.