Form 13-F position report

TAIWAN SEMICONDUCTOR MANUFAC

Reported by CapWealth Advisors LLC

Company profile Manager portfolio Source filing
TSM CUSIP 874039100 Manager CIK 0001531809
Latest reported change

Reported 69,262 shares, down 1,361 (1.9%) from the prior quarter.

Reported value 38.6%; share count -1.9% vs. the prior quarter.

Reduced
% of reported 13F value 2.27% This manager · Q2 2026
Shares 69,262 Quarter-end amount reported
Reported value $33,077,453 Fair value at quarter end
Consecutive quarters held 15 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 68,900 -362 (-0.5%) 2.37% $31,431,491 2026-10-05
Q2 2026 Reduced 69,262 -1,361 (-1.9%) 2.27% $33,077,453 2026-07-28
Q1 2026 Reduced 70,623 -35,016 (-33.1%) 1.77% $23,867,043 2026-05-05
Q4 2025 Reduced 105,639 -3,087 (-2.8%) 2.2% $32,102,636 2026-02-02
Q3 2025 Reduced 108,726 -3,059 (-2.7%) 2.09% $30,366,085 2025-10-21
Q2 2025 Reduced 111,785 -558 (-0.5%) 2.49% $25,318,185 2025-07-29
Q1 2025 Added 112,343 +1,560 (1.4%) 2.02% $18,648,938 2025-04-30
Q4 2024 Reduced 110,783 -1,320 (-1.2%) 2.4% $21,878,535 2025-01-30
Q3 2024 Reduced 112,103 -5,971 (-5.1%) 2.12% $19,468,928 2024-10-31
Q2 2024 Reduced 118,074 -1,867 (-1.6%) 2.59% $20,522,442 2024-08-05
Q1 2024 Reduced 119,941 -2,369 (-1.9%) 1.83% $16,317,973 2024-05-03
Q4 2023 Added 122,310 +21,329 (21.1%) 1.55% $12,720,240 2024-01-31
Q3 2023 Reduced 100,981 -3,506 (-3.4%) 1.13% $8,775,249 2023-11-01
Q2 2023 Reduced 104,487 -162 (-0.2%) 1.29% $10,544,828 2023-08-07
Q1 2023 Added 104,649 +28,060 (36.6%) 1.21% $9,734,450 2023-05-02
Q4 2022 New 76,589 +76,589 (0.0%) 0.67% $5,705,115 2023-02-01
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Institutional context

Who else reported the position

3710 managers reported TAIWAN SEMICONDUCTOR MANUFAC for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Reduced 58,937,551 -1,455,639 1.22% $28,146,806,368 53 qtrs
Capital World Investors Added 34,372,274 +1,485,337 1.94% $16,410,842,195 53 qtrs
Sanders Capital LLC Reduced 26,149,064 -1,911,028 12.51% $12,488,008,494 48 qtrs
JPMorgan Chase & Co Reduced 23,829,286 -155,356 0.6% $10,844,709,209 53 qtrs
BlackRock Inc Added 20,112,852 +1,888,666 0.14% $9,605,294,780 8 qtrs
Fisher Asset Management LLC Added 18,866,198 +248,507 2.68% $9,009,930,721 53 qtrs
VAN ECK ASSOCIATES CORP Reduced 17,210,604 -2,051,400 5.01% $8,219,268,152 53 qtrs
The Goldman Sachs Group Inc Added 16,125,333 +6,723,739 0.67% $7,700,975,273 53 qtrs
MORGAN STANLEY Added 15,847,816 +1,080,136 0.4% $7,568,443,224 53 qtrs
Bank of America Corporation Added 15,282,620 +1,174,849 0.47% $7,298,520,678 53 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
July 28, 2026
Filing type
13F-HR
Position type
ADR

Voting authority reported

Sole
68,667
Shared
0
None
595

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.