Wilkinson Global Asset Management’s TSMC TSM Stock Holding History

Wilkinson Global Asset 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 Q1	$85.1M	Sell	251,898 -17,474	-6%	-$6.01M	6.48%	3
2025 Q4	$81.9M	Sell	269,372 -18,478	-6%	-$5.42M	5.59%	6
2025 Q3	$80.4M	Sell	287,850 -2,198	-0.8%	-$537K	5.06%	6
2025 Q2	$65.7M	Buy	+290,048	New	+$53.7M	4.13%	10

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wilkinson Global Asset Management's TSM Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its TSMC (TSM) stake by 6.5% in Q1 2026, selling an estimated $6.01M and leaving 251,898 shares worth $85.1M. The position accounts for 6.48% of the portfolio, ranked #3.

Wilkinson Global Asset Management first reported a position in TSM in Q2 2025 and has held it in 4 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Wilkinson Global Asset Management held 251,898 shares of TSMC worth $85.1M as of Q1 2026.
Wilkinson Global Asset Management sold 17,474 TSMC shares in Q1 2026, an estimated $6.01M.
TSMC made up 6.48% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #3 holding.
Wilkinson Global Asset Management first reported a position in TSMC in Q2 2025 and has held it in 4 quarters since.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.