Arlington Capital Management’s TSMC TSM Stock Holding History

Arlington Capital 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	$584K	Hold	1,222	–	–	0.36%	49
2026 Q1	$413K	Buy	1,222 +92	+8%	+$31.7K	0.23%	62
2025 Q4	$343K	Buy	1,130 +66	+6%	+$19.4K	0.21%	62
2025 Q3	$297K	Buy	1,064 +98	+10%	+$24K	0.19%	72
2025 Q2	$219K	Buy	+966	New	+$179K	0.19%	74
2020 Q3	–	Sell	-19,747	Closed	-$1.12M	–	45
2020 Q2	$1.12M	Sell	19,747 -2,131	-10%	-$112K	3.18%	10
2020 Q1	$1.05M	Buy	21,878 +685	+3%	+$37.5K	0.96%	13
2019 Q4	$1.23M	Buy	+21,193	New	+$1.12M	0.77%	19

Other funds holding TSM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Arlington Capital Management's TSM Position: Q2 2026 in Review

Arlington Capital Management held its TSMC (TSM) position steady in Q2 2026 at 1,222 shares worth $584K. The position accounts for 0.36% of the portfolio, ranked #49.

Arlington Capital Management first reported a position in TSM in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Arlington Capital Management held 1,222 shares of TSMC worth $584K as of Q2 2026.
Arlington Capital Management left its TSMC share count unchanged in Q2 2026.
TSMC made up 0.36% of Arlington Capital Management's portfolio in Q2 2026, its #49 holding.
Arlington Capital Management first reported a position in TSMC in Q4 2019 and has held it in 8 quarters since.
Arlington Capital Management's TSMC position peaked at $1.23M in Q4 2019.
1,289 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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