Terry Smith’s TSMC TSM Stock Holding History

Terry Smith’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	$548M	Buy	+1,148,449	New	+$466M	4.02%	14
2022 Q4	–	Sell	-155,558	Closed	-$10.7M	–	44
2022 Q3	$10.7M	Hold	155,558	–	–	0.05%	44
2022 Q2	$12.7M	Buy	155,558 +13,837	+10%	+$1.28M	0.06%	42
2022 Q1	$14.8M	Hold	141,721	–	–	0.05%	42
2021 Q4	$17.1M	Buy	141,721 +12,088	+9%	+$1.42M	0.04%	40
2021 Q3	$14.5M	Hold	129,633	–	–	0.04%	41
2021 Q2	$15.6M	Buy	129,633 +11,652	+10%	+$1.37M	0.04%	39
2021 Q1	$14M	Hold	117,981	–	–	0.04%	38
2020 Q4	$12.9M	Buy	+117,981	New	+$11.2M	0.04%	36

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Terry Smith's TSM Position: Q2 2026 in Review

Terry Smith opened a new position in TSMC (TSM) in Q2 2026: 1,148,449 shares worth $548M. The stake represents 4.02% of the portfolio and ranks #14 among its holdings. This is a return to the name: Terry Smith previously reported a position in TSM as recently as Q3 2022.

Terry Smith first reported a position in TSM in Q4 2020 and has held it in 9 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Terry Smith held 1,148,449 shares of TSMC worth $548M as of Q2 2026.
TSMC was a new Terry Smith position in Q2 2026.
TSMC made up 4.02% of Terry Smith's portfolio in Q2 2026, its #14 holding.
Terry Smith first reported a position in TSMC in Q4 2020 and has held it in 9 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Fundsmith LLP's 13F filing for Q2 2026, filed 14 Aug 2026.