TSM TaiwanSemiconductorMfg

Ownership history in FAYEZ SAROFIM & CO  ·  23 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported TaiwanSemiconductorMfg (TSM) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.8% in 2025 Q4. The latest visible filing shows TSM at 1.80% 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 FAYEZ SAROFIM & CO's position in TaiwanSemiconductorMfg, 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
2025 Q4

TSM was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2025 Q4

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 2025 Q4

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 FAYEZ SAROFIM & CO held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,470,929 +437,465 +21.5% 1.80% $750.9M 2026-02-14 (Est.) $365.33
2025 Q3 ADDED 2,033,464 +32,509 +1.6% 1.34% $576.2M 2025-11-14 $283.26
2025 Q2 REDUCED 2,000,955 -10,787 -0.5% 1.10% $459.4M 2025-08-14 $238.92
2025 Q1 ADDED 2,011,742 +69,922 +3.6% 0.84% $339.3M 2025-05-12 $184.69
2024 Q4 ADDED 1,941,820 +115,524 +6.3% 0.95% $389.9M 2025-02-14 $200.62
2024 Q3 ADDED 1,826,296 +168,662 +10.2% 0.81% $317.2M 2024-11-14 $184.88
2024 Q2 ADDED 1,657,634 +1,418,098 +592.0% 0.78% $288.1M 2024-08-14 $166.10
2024 Q1 ADDED 239,536 +150,066 +167.7% 0.10% $32.6M 2024-05-14 $148.02
2023 Q4 REDUCED 89,470 -39 -0.0% 0.04% $11.9M 2024-02-15 $125.18
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FAYEZ SAROFIM & 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 FAYEZ SAROFIM & CO reported owning TSM?

FAYEZ SAROFIM & CO reported TSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSM position in FAYEZ SAROFIM & CO's portfolio?

The largest reported portfolio weight for TSM was 1.80% in 2025 Q4.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2025 Q4, when FAYEZ SAROFIM & CO reported 2,470,929 shares, equal to 1.80% of portfolio, with an estimated market value of $750.9M.

What does the chart on this TSM ownership page compare?

The chart compares FAYEZ SAROFIM & 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.

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