EQUITABLE TRUST CO TSM Taiwan Semiconductor Mfg Co Ltd ADR

Ownership history in EQUITABLE TRUST CO  ·  32 quarters on record

AI Ownership Summary

EQUITABLE TRUST CO reported Taiwan Semiconductor Mfg Co Ltd ADR (TSM) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows TSM at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EQUITABLE TRUST CO's position in Taiwan Semiconductor Mfg Co Ltd ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSM was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EQUITABLE TRUST CO held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 45,349 +1,615 +3.7% 0.71% $15.3M 2026-04-30 $396.06
2025 Q4 ADDED 43,734 +5,326 +13.9% 0.59% $13.3M 2026-02-02 $340.40
2025 Q3 ADDED 38,408 +2,824 +7.9% 0.49% $10.7M 2025-11-10 $293.65
2025 Q2 ADDED 35,584 +457 +1.3% 0.40% $8.1M 2025-07-23 $238.26
2025 Q1 REDUCED 35,127 -187 -0.5% 0.32% $5.8M 2025-04-25 $163.08
2024 Q4 REDUCED 35,314 -276 -0.8% 0.39% $7.0M 2025-01-28 $199.15
2024 Q3 ADDED 35,590 +3,178 +9.8% 0.40% $6.2M 2024-10-29 $193.16
2024 Q2 ADDED 32,412 +28,484 +725.2% 0.39% $5.6M 2024-07-31 $162.02
2024 Q1 ADDED 3,928 +10 +0.3% 0.04% $534K 2024-04-24 $129.53
2023 Q4 REDUCED 3,918 -41 -1.0% 0.03% $407K 2024-01-25 $113.09
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EQUITABLE TRUST CO and TSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has EQUITABLE TRUST CO reported owning TSM?

EQUITABLE TRUST CO reported TSM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TSM position in EQUITABLE TRUST CO's portfolio?

The largest reported portfolio weight for TSM was 0.71% in 2026 Q1.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2026 Q1, when EQUITABLE TRUST CO reported 45,349 shares, equal to 0.71% of portfolio, with an estimated market value of $15.3M.

What does the chart on this TSM ownership page compare?

The chart compares EQUITABLE TRUST CO's quarterly TSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EQUITABLE TRUST CO time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, EQUITABLE TRUST CO correctly timed 17 out of 30 reported position changes (57%). The annualised alpha on TSM relative to SPY over the holding period was +19.6%.

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