BIM
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Baldwin Investment Management’s TSMC TSM Stock Holding History

Baldwin Investment 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 		$7.83M Sell
16,395
-277
-2% -$112K 0.76% 21
2026
Q1 		$5.63M Buy
16,672
+165
+1% +$56.8K 0.66% 21
2025
Q4 		$5.02M Sell
16,507
-85
-0.5% -$24.9K 0.57% 23
2025
Q3 		$4.63M Sell
16,592
-50
-0.3% -$12.2K 0.53% 29
2025
Q2 		$3.77M Sell
16,642
-186
-1% -$34.5K 0.46% 29
2025
Q1 		$2.79M Buy
16,828
+1,350
+9% +$262K 0.34% 38
2024
Q4 		$3.06M Sell
15,478
-738
-5% -$143K 0.4% 36
2024
Q3 		$2.82M Buy
16,216
+200
+1% +$34.1K 0.35% 41
2024
Q2 		$2.78M Sell
16,016
-341
-2% -$51.7K 0.38% 40
2024
Q1 		$2.23M Buy
16,357
+150
+0.9% +$18.6K 0.3% 51
2023
Q4 		$1.69M Sell
16,207
-75
-0.5% -$7.15K 0.26% 61
2023
Q3 		$1.41M Sell
16,282
-5
-0% -$473 0.24% 68
2023
Q2 		$1.64M Buy
16,287
+840
+5% +$78.2K 0.27% 66
2023
Q1 		$1.44M Buy
15,447
+1,100
+8% +$98.7K 0.26% 67
2022
Q4 		$1.07M Sell
14,347
-627
-4% -$45.4K 0.19% 80
2022
Q3 		$1.03K Sell
14,974
-395
-3% -$32.6K 0.21% 77
2022
Q2 		$1.26K Hold
15,369
– – 0.24% 77
2022
Q1 		$1.6K Sell
15,369
-100
-0.6% -$11.7K 0.24% 71
2021
Q4 		$1.86K Sell
15,469
-1,700
-10% -$199K 0.29% 62
2021
Q3 		$1.92M Sell
17,169
-2,100
-11% -$247K 0.33% 53
2021
Q2 		$2.31M Buy
19,269
+188
+1% +$22K 0.39% 45
2021
Q1 		$2.26M Sell
19,081
-264
-1% -$32.7K 0.41% 43
2020
Q4 		$2.11M Buy
19,345
+1,275
+7% +$121K 0.42% 42
2020
Q3 		$1.47M Sell
18,070
-1,234
-6% -$93.8K 0.34% 50
2020
Q2 		$1.1M Buy
19,304
+347
+2% +$18.3K 0.34% 47
2020
Q1 		$906K Sell
18,957
-153
-0.8% -$8.37K 0.31% 49
2019
Q4 		$1.11M Sell
19,110
-100
-0.5% -$5.3K 0.3% 54
2019
Q3 		$893K Hold
19,210
– – 0.26% 64
2019
Q2 		$752K Hold
19,210
– – 0.22% 72
2019
Q1 		$787K Sell
19,210
-7,060
-27% -$269K 0.24% 69
2018
Q4 		$970K Hold
26,270
– – 0.31% 50
2018
Q3 		$1.16M Hold
26,270
– – 0.33% 49
2018
Q2 		$960K Hold
26,270
– – 0.3% 55
2018
Q1 		$1.15M Buy
26,270
+422
+2% +$18.4K 0.41% 35
2017
Q4 		$1.02M Hold
25,848
– – 0.37% 43
2017
Q3 		$971K Buy
25,848
+65
+0.3% +$2.37K 0.37% 40
2017
Q2 		$901K Buy
25,783
+124
+0.5% +$4.29K 0.36% 44
2017
Q1 		$843K Hold
25,659
– – 0.33% 48
2016
Q4 		$738K Sell
25,659
-86
-0.3% -$2.59K 0.29% 56
2016
Q3 		$788K Hold
25,745
– – 0.34% 47
2016
Q2 		$675K Sell
25,745
-1,480
-5% -$36.9K 0.29% 52
2016
Q1 		$713K Sell
27,225
-45
-0.2% -$1.05K 0.31% 52
2015
Q4 		$620K Hold
27,270
– – 0.28% 55
2015
Q3 		$566K Hold
27,270
– – 0.25% 62
2015
Q2 		$619K Sell
27,270
-213
-0.8% -$5.08K 0.26% 63
2015
Q1 		$645K Hold
27,483
– – 0.26% 62
2014
Q4 		$615K Hold
27,483
– – 0.24% 64
2014
Q3 		$555K Hold
27,483
– – 0.23% 72
2014
Q2 		$588K Sell
27,483
-79
-0.3% -$1.63K 0.25% 70
2014
Q1 		$552K Sell
27,562
-427
-2% -$7.65K 0.24% 70
2013
Q4 		$488K Hold
27,989
– – 0.22% 78
2013
Q3 		$475K Hold
27,989
– – 0.23% 77
2013
Q2 		$513K Buy
+27,989
New +$515K 0.25% 70

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

Baldwin Investment Management's TSM Position: Q2 2026 in Review

Baldwin Investment Management reduced its TSMC (TSM) stake by 1.7% in Q2 2026, selling an estimated $112K and leaving 16,395 shares worth $7.83M. The position accounts for 0.76% of the portfolio, ranked #21.

Baldwin Investment Management first reported a position in TSM in Q2 2013 and has held it in 53 quarters since. 1,254 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Baldwin Investment Management held 16,395 shares of TSMC worth $7.83M as of Q2 2026.
  • Baldwin Investment Management sold 277 TSMC shares in Q2 2026, an estimated $112K.
  • TSMC made up 0.76% of Baldwin Investment Management's portfolio in Q2 2026, its #21 holding.
  • Baldwin Investment Management first reported a position in TSMC in Q2 2013 and has held it in 53 quarters since.
  • 1,254 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.