Barlow Wealth Partners’s TSMC TSM Stock Holding History

Barlow Wealth Partners’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	$25.2M	Sell	57,667 -752	-1%	-$305K	2.72%	17
2026 Q1	$21.6M	Sell	58,419 -25,973	-31%	-$8.94M	2.4%	21
2025 Q4	$27.3M	Buy	84,392 +1,048	+1%	+$308K	2.95%	13
2025 Q3	$24.1M	Buy	83,344 +1,862	+2%	+$455K	2.68%	17
2025 Q2	$19M	Buy	81,482 +78,010	+2,247%	+$14.5M	2.28%	19
2025 Q1	$573K	Hold	3,472	–	–	0.08%	76
2024 Q4	$718K	Buy	3,472 +16	+0.5%	+$3.1K	0.09%	69
2024 Q3	$638K	Buy	3,456 +750	+28%	+$128K	0.08%	76
2024 Q2	$432K	Hold	2,706	–	–	0.06%	92
2024 Q1	$386K	Hold	2,706	–	–	0.05%	99
2023 Q4	$281K	Buy	+2,706	New	+$258K	0.04%	113

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

Barlow Wealth Partners's TSM Position: Q2 2026 in Review

Barlow Wealth Partners reduced its TSMC (TSM) stake by 1.3% in Q2 2026, selling an estimated $305K and leaving 57,667 shares worth $25.2M. The position accounts for 2.72% of the portfolio, ranked #17.

Barlow Wealth Partners first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.3M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Barlow Wealth Partners held 57,667 shares of TSMC worth $25.2M as of Q2 2026.
Barlow Wealth Partners sold 752 TSMC shares in Q2 2026, an estimated $305K.
TSMC made up 2.72% of Barlow Wealth Partners's portfolio in Q2 2026, its #17 holding.
Barlow Wealth Partners first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's TSMC position peaked at $27.3M in Q4 2025.
1,178 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.