Whelan Financial
TSM icon

Whelan Financial’s TSMC TSM Stock Holding History

Whelan Financial’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
Q3 		$474K Buy
1,040
+23
+2% +$9.7K 0.12% 60
2026
Q2 		$486K Hold
1,017
– – 0.13% 60
2026
Q1 		$344K Buy
1,017
+41
+4% +$14.1K 0.11% 65
2025
Q4 		$297K Buy
976
+59
+6% +$17.3K 0.09% 67
2025
Q3 		$256K Buy
+917
New +$224K 0.08% 78

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Whelan Financial's TSM Position: Q3 2026 in Review

Whelan Financial increased its TSMC (TSM) stake by 2.3% in Q3 2026, buying an estimated $9.7K and bringing the position to 1,040 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #60.

Whelan Financial first reported a position in TSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $486K in Q2 2026. 3,075 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Whelan Financial held 1,040 shares of TSMC worth $474K as of Q3 2026.
  • Whelan Financial bought 23 TSMC shares in Q3 2026, an estimated $9.7K.
  • TSMC made up 0.12% of Whelan Financial's portfolio in Q3 2026, its #60 holding.
  • Whelan Financial first reported a position in TSMC in Q3 2025 and has held it in 5 quarters since.
  • Whelan Financial's TSMC position peaked at $486K in Q2 2026.
  • 3,075 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.