Whitford Management’s TSMC TSM Stock Holding History

Whitford 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 Q2	$5.35M	Sell	11,193 -854	-7%	-$347K	4.77%	4
2026 Q1	$4.07M	Buy	12,047 +5,553	+86%	+$1.91M	4.16%	5
2025 Q4	$1.97M	Buy	+6,494	New	+$1.91M	2%	14

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

Whitford Management's TSM Position: Q2 2026 in Review

Whitford Management reduced its TSMC (TSM) stake by 7.1% in Q2 2026, selling an estimated $347K and leaving 11,193 shares worth $5.35M. The position accounts for 4.77% of the portfolio, ranked #4.

Whitford Management first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Whitford Management held 11,193 shares of TSMC worth $5.35M as of Q2 2026.
Whitford Management sold 854 TSMC shares in Q2 2026, an estimated $347K.
TSMC made up 4.77% of Whitford Management's portfolio in Q2 2026, its #4 holding.
Whitford Management first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Whitford Management's 13F filing for Q2 2026, filed 14 Aug 2026.