Waverly Advisors’s TSMC TSM Stock Holding History

Waverly 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	$115M	Buy	240,719 +60,050	+33%	+$24.4M	0.67%	35
2026 Q1	$61.1M	Buy	180,669 +14,382	+9%	+$4.95M	0.46%	47
2025 Q4	$50.5M	Sell	166,287 -10,055	-6%	-$2.95M	0.41%	52
2025 Q3	$49.3M	Sell	176,342 -5,852	-3%	-$1.43M	0.49%	42
2025 Q2	$41.3M	Sell	182,194 -2,563	-1%	-$475K	0.45%	47
2025 Q1	$30.7M	Buy	184,757 +102,059	+123%	+$19.8M	0.37%	58
2024 Q4	$16.3M	Buy	82,698 +17,286	+26%	+$3.35M	0.25%	81
2024 Q3	$11.4M	Buy	65,412 +4,517	+7%	+$770K	0.21%	109
2024 Q2	$10.6M	Buy	60,895 +52,734	+646%	+$8M	0.21%	101
2024 Q1	$1.11M	Buy	8,161 +1,456	+22%	+$181K	0.03%	350
2023 Q4	$697K	Buy	6,705 +3,560	+113%	+$340K	0.03%	257
2023 Q3	$273K	Buy	3,145 +116	+4%	+$11K	0.01%	333
2023 Q2	$306K	Buy	3,029 +8	+0.3%	+$745	0.01%	296
2023 Q1	$281K	Buy	3,021 +136	+5%	+$12.2K	0.01%	243
2022 Q4	$215K	Buy	+2,885	New	+$209K	0.01%	261
2021 Q4	–	Sell	-2,788	Closed	-$330K	–	216
2021 Q3	$330K	Buy	2,788 +116	+4%	+$13.6K	0.03%	163
2021 Q2	$309K	Buy	+2,672	New	+$313K	0.03%	150
2015 Q2	–	Sell	-610	Closed	-$14K	–	398
2015 Q1	$14K	Hold	610	–	–	0.01%	231
2014 Q4	$14K	Sell	610 -633	-51%	-$13.8K	0.01%	259
2014 Q3	$25K	Hold	1,243	–	–	0.01%	307
2014 Q2	$27K	Hold	1,243	–	–	0.01%	295
2014 Q1	$25K	Buy	1,243 +25	+2%	+$448	0.01%	289
2013 Q4	$21K	Buy	1,218 +1,129	+1,269%	+$20.1K	0.01%	450
2013 Q3	$2K	Buy	+89	New	+$1.52K	﹤0.01%	550

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

Waverly Advisors's TSM Position: Q2 2026 in Review

Waverly Advisors increased its TSMC (TSM) stake by 33% in Q2 2026, buying an estimated $24.4M and bringing the position to 240,719 shares worth $115M. The position accounts for 0.67% of the portfolio, ranked #35.

Waverly Advisors first reported a position in TSM in Q3 2013 and has held it in 24 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Waverly Advisors held 240,719 shares of TSMC worth $115M as of Q2 2026.
Waverly Advisors bought 60,050 TSMC shares in Q2 2026, an estimated $24.4M.
TSMC made up 0.67% of Waverly Advisors's portfolio in Q2 2026, its #35 holding.
Waverly Advisors first reported a position in TSMC in Q3 2013 and has held it in 24 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.