William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  Taiwan Semiconductor (TSM)
← All TSM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 486,253 1.68 Reduce 0.06% <0.01 $311.70–390.21 · VW $343.40i $164,329,539 SEC
2025   Q4 486,547 1.42 Reduce 1.76% 0.02 $266.82–313.98 · VW $294.68i $147,856,768 SEC
2025   Q3 495,265 1.30 Add 10.84% 0.13 $221.18–286.00 · VW $245.26i $138,322,562 SEC
2025   Q2 446,826 1.00 Add 12.36% 0.11 $134.25–228.88 · VW $180.01i $101,201,621 SEC
2025   Q1 397,657 0.69 Buy 0.69 $159.73–226.40 · VW $190.41i $66,011,062 SEC
2011   Q3 0 0.00 Sell 100.00% <0.01 $10.75–13.05 · VW $12.01i SEC
2011   Q2 26,720 <0.01 Buy <0.01 $11.85–14.05 · VW $13.15i $337,000 SEC
Price snapshot:
Current price$421.58
Avg. buy price$183.09
+/- since buy130.26%
52-week low$221.25
52-week high$479.00