AWM
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Allen Wealth Management’s TSMC TSM Stock Holding History

Allen Wealth 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
Q2 		$3.23M Sell
6,759
-500
-7% -$203K 1.57% 10
2026
Q1 		$2.45M Sell
7,259
-1,375
-16% -$473K 1.23% 16
2025
Q4 		$2.62M Sell
8,634
-688
-7% -$202K 1.58% 13
2025
Q3 		$2.6M Sell
9,322
-1,391
-13% -$340K 1.77% 11
2025
Q2 		$2.43M Sell
10,713
-159
-1% -$29.5K 1.7% 10
2025
Q1 		$1.8M Sell
10,872
-23
-0.2% -$4.47K 1.24% 18
2024
Q4 		$2.15M Sell
10,895
-367
-3% -$71K 1.54% 13
2024
Q3 		$1.96M Sell
11,262
-3,302
-23% -$563K 1.36% 14
2024
Q2 		$2.53M Buy
14,564
+282
+2% +$42.8K 2.25% 9
2024
Q1 		$1.94M Buy
14,282
+245
+2% +$30.4K 1.71% 11
2023
Q4 		$1.46M Buy
+14,037
New +$1.34M 1.43% 19

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Allen Wealth Management's TSM Position: Q2 2026 in Review

Allen Wealth Management reduced its TSMC (TSM) stake by 6.9% in Q2 2026, selling an estimated $203K and leaving 6,759 shares worth $3.23M. The position accounts for 1.57% of the portfolio, ranked #10.

Allen Wealth Management first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 1,495 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Allen Wealth Management held 6,759 shares of TSMC worth $3.23M as of Q2 2026.
  • Allen Wealth Management sold 500 TSMC shares in Q2 2026, an estimated $203K.
  • TSMC made up 1.57% of Allen Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Allen Wealth Management first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • 1,495 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.