Van Hulzen Asset Management’s TSMC TSM Stock Holding History

Van Hulzen Asset 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	$544K	Buy	1,611 +908	+129%	+$312K	0.04%	222
2025 Q4	$214K	Buy	+703	New	+$206K	0.02%	317
2025 Q1	–	Sell	-595	Closed	-$117K	–	1051
2024 Q4	$117K	Buy	+595	New	+$115K	0.01%	381
2021 Q4	–	Sell	-5,291	Closed	-$591K	–	321
2021 Q3	$591K	Sell	5,291 -200	-4%	-$23.5K	0.09%	131
2021 Q2	$660K	Buy	5,491 +200	+4%	+$23.4K	0.1%	119
2021 Q1	$626K	Sell	5,291 -568	-10%	-$70.4K	0.1%	120
2020 Q4	$639K	Buy	+5,859	New	+$556K	0.1%	118

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Van Hulzen Asset Management's TSM Position: Q1 2026 in Review

Van Hulzen Asset Management increased its TSMC (TSM) stake by 129% in Q1 2026, buying an estimated $312K and bringing the position to 1,611 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #222.

Van Hulzen Asset Management first reported a position in TSM in Q4 2020 and has held it in 7 quarters since. The position peaked at $660K in Q2 2021. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Van Hulzen Asset Management held 1,611 shares of TSMC worth $544K as of Q1 2026.
Van Hulzen Asset Management bought 908 TSMC shares in Q1 2026, an estimated $312K.
TSMC made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #222 holding.
Van Hulzen Asset Management first reported a position in TSMC in Q4 2020 and has held it in 7 quarters since.
Van Hulzen Asset Management's TSMC position peaked at $660K in Q2 2021.
3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.