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Westerkirk Capital’s TSMC TSM Stock Holding History

Westerkirk Capital’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 		$800K Hold
1,675
– – 0.08% 126
2026
Q1 		$566K Hold
1,675
– – 0.06% 139
2025
Q4 		$509K Sell
1,675
-26,742
-94% -$7.85M 0.05% 151
2025
Q3 		$7.94M Buy
28,417
+21,167
+292% +$5.18M 0.91% 20
2025
Q2 		$1.64M Buy
+7,250
New +$1.34M 0.2% 105

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westerkirk Capital's TSM Position: Q2 2026 in Review

Westerkirk Capital held its TSMC (TSM) position steady in Q2 2026 at 1,675 shares worth $800K. The position accounts for 0.08% of the portfolio, ranked #126.

Westerkirk Capital first reported a position in TSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.94M in Q3 2025. 3,580 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Westerkirk Capital held 1,675 shares of TSMC worth $800K as of Q2 2026.
  • Westerkirk Capital left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 0.08% of Westerkirk Capital's portfolio in Q2 2026, its #126 holding.
  • Westerkirk Capital first reported a position in TSMC in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's TSMC position peaked at $7.94M in Q3 2025.
  • 3,580 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.