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Wedgewood Partners’s TSMC TSM Stock Holding History

Wedgewood Partners’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 		$43.7M Sell
129,353
-55,308
-30% -$19M 9.03% 2
2025
Q4 		$56.1M Sell
184,661
-4,621
-2% -$1.36M 10.48% 1
2025
Q3 		$52.9M Sell
189,282
-8,218
-4% -$2.01M 9.65% 1
2025
Q2 		$47.2M Sell
197,500
-39,313
-17% -$7.28M 9.16% 2
2025
Q1 		$46.1M Sell
236,813
-15
-0% -$2.92K 9.29% 1
2024
Q4 		$46.8M Sell
236,828
-9,304
-4% -$1.8M 9.21% 1
2024
Q3 		$45.9M Sell
246,132
-1,656
-0.7% -$282K 8.34% 3
2024
Q2 		$41.5M Sell
247,788
-5,879
-2% -$892K 8.48% 3
2024
Q1 		$39.5M Sell
253,667
-4,792
-2% -$595K 7.9% 3
2023
Q4 		$33M Sell
258,459
-7,389
-3% -$705K 6.94% 5
2023
Q3 		$23.1M Sell
265,848
-72,194
-21% -$6.83M 5.53% 10
2023
Q2 		$34.1M Sell
338,042
-68
-0% -$6.33K 5.5% 9
2023
Q1 		$31.4M Buy
338,110
+37,827
+13% +$3.4M 5.33% 10
2022
Q4 		$22.4M Buy
300,283
+3,767
+1% +$273K 4.11% 12
2022
Q3 		$20.3M Sell
296,516
-53,026
-15% -$4.38M 3.82% 14
2022
Q2 		$28.6M Buy
349,542
+2,308
+0.7% +$213K 4.94% 11
2022
Q1 		$36.2M Buy
347,234
+101,453
+41% +$11.9M 5.11% 9
2021
Q4 		$29.6M Buy
245,781
+35,674
+17% +$4.18M 3.93% 11
2021
Q3 		$23.5M Buy
210,107
+91,898
+78% +$10.8M 3.31% 14
2021
Q2 		$14.2M Buy
+118,209
New +$13.9M 2.06% 19

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

Wedgewood Partners's TSM Position: Q1 2026 in Review

Wedgewood Partners reduced its TSMC (TSM) stake by 30% in Q1 2026, selling an estimated $19M and leaving 129,353 shares worth $43.7M. The position accounts for 9.03% of the portfolio, ranked #2.

Wedgewood Partners first reported a position in TSM in Q2 2021 and has held it in 20 quarters since. The position peaked at $56.1M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Wedgewood Partners held 129,353 shares of TSMC worth $43.7M as of Q1 2026.
  • Wedgewood Partners sold 55,308 TSMC shares in Q1 2026, an estimated $19M.
  • TSMC made up 9.03% of Wedgewood Partners's portfolio in Q1 2026, its #2 holding.
  • Wedgewood Partners first reported a position in TSMC in Q2 2021 and has held it in 20 quarters since.
  • Wedgewood Partners's TSMC position peaked at $56.1M in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Wedgewood Partners's 13F filing for Q1 2026, filed 15 May 2026.