Burns Matteson Capital Management’s TSMC TSM Stock Holding History

Burns Matteson 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	$858K	Sell	1,796 -42	-2%	-$17K	0.27%	53
2026 Q1	$621K	Sell	1,838 -17	-0.9%	-$5.85K	0.23%	73
2025 Q4	$564K	Buy	+1,855	New	+$544K	0.2%	92

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Burns Matteson Capital Management's TSM Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its TSMC (TSM) stake by 2.3% in Q2 2026, selling an estimated $17K and leaving 1,796 shares worth $858K. The position accounts for 0.27% of the portfolio, ranked #53.

Burns Matteson Capital Management first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 1,299 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Burns Matteson Capital Management held 1,796 shares of TSMC worth $858K as of Q2 2026.
Burns Matteson Capital Management sold 42 TSMC shares in Q2 2026, an estimated $17K.
TSMC made up 0.27% of Burns Matteson Capital Management's portfolio in Q2 2026, its #53 holding.
Burns Matteson Capital Management first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
1,299 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.