Values First Advisors’s TSMC TSM Stock Holding History

Values First 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	$892K	Buy	+1,868	New	+$758K	0.41%	72
2026 Q1	–	Sell	-1,802	Closed	-$547K	–	189
2025 Q4	$547K	Buy	+1,802	New	+$529K	0.28%	100
2024 Q3	–	Sell	-1,475	Closed	-$256K	–	279
2024 Q2	$256K	Sell	1,475 -566	-28%	-$85.9K	0.15%	139
2024 Q1	$278K	Sell	2,041 -2,991	-59%	-$371K	0.16%	135
2023 Q4	$523K	Buy	5,032 +1,277	+34%	+$122K	0.32%	96
2023 Q3	$326K	Sell	3,755 -278	-7%	-$26.3K	0.21%	119
2023 Q2	$407K	Buy	4,033 +182	+5%	+$16.9K	0.25%	106
2023 Q1	$358K	Sell	3,851 -762	-17%	-$68.4K	0.23%	111
2022 Q4	$344K	Buy	4,613 +755	+20%	+$54.6K	0.24%	109
2022 Q3	$265K	Sell	3,858 -2,219	-37%	-$183K	0.19%	115
2022 Q2	$497K	Buy	6,077 +1,702	+39%	+$157K	0.35%	87
2022 Q1	$456K	Sell	4,375 -585	-12%	-$68.4K	0.29%	100
2021 Q4	$597K	Buy	4,960 +568	+13%	+$66.5K	0.35%	87
2021 Q3	$490K	Buy	4,392 +537	+14%	+$63K	0.32%	95
2021 Q2	$463K	Buy	3,855 +376	+11%	+$44.1K	0.31%	104
2021 Q1	$411K	Buy	+3,479	New	+$431K	0.3%	106

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

Values First Advisors's TSM Position: Q2 2026 in Review

Values First Advisors opened a new position in TSMC (TSM) in Q2 2026: 1,868 shares worth $892K. The stake represents 0.41% of the portfolio and ranks #72 among its holdings. This is a return to the name: Values First Advisors previously reported a position in TSM as recently as Q4 2025.

Values First Advisors first reported a position in TSM in Q1 2021 and has held it in 16 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Values First Advisors held 1,868 shares of TSMC worth $892K as of Q2 2026.
TSMC was a new Values First Advisors position in Q2 2026.
TSMC made up 0.41% of Values First Advisors's portfolio in Q2 2026, its #72 holding.
Values First Advisors first reported a position in TSMC in Q1 2021 and has held it in 16 quarters since.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.