Cookson Peirce & Co’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $215M | Sell |
450,703
-1,288
| -0.3% | -$523K | 7.09% | 2 |
|
|
2026
Q1 | $153M | Sell |
451,991
-6,902
| -2% | -$2.38M | 6.47% | 1 |
|
|
2025
Q4 | $139M | Sell |
458,893
-8,673
| -2% | -$2.54M | 5.78% | 1 |
|
|
2025
Q3 | $131M | Sell |
467,566
-8,813
| -2% | -$2.16M | 5.36% | 1 |
|
|
2025
Q2 | $108M | Sell |
476,379
-7,805
| -2% | -$1.45M | 4.75% | 1 |
|
|
2025
Q1 | $80.4M | Sell |
484,184
-2,265
| -0.5% | -$440K | 4.04% | 1 |
|
|
2024
Q4 | $96.1M | Buy |
486,449
+79,092
| +19% | +$15.3M | 4.36% | 2 |
|
|
2024
Q3 | $70.7M | Buy |
407,357
+89,340
| +28% | +$15.2M | 3.32% | 5 |
|
|
2024
Q2 | $55.3M | Buy |
318,017
+237,209
| +294% | +$36M | 2.66% | 9 |
|
|
2024
Q1 | $11M | Buy |
80,808
+71,748
| +792% | +$8.91M | 0.59% | 47 |
|
|
2023
Q4 | $942K | Buy |
9,060
+785
| +9% | +$74.9K | 0.06% | 105 |
|
|
2023
Q3 | $719K | Buy |
+8,275
| New | +$783K | 0.05% | 121 |
|
|
2022
Q2 | – | Sell |
-5,475
| Closed | -$571K | – | 239 |
|
|
2022
Q1 | $571K | Sell |
5,475
-360,304
| -99% | -$42.1M | 0.03% | 136 |
|
|
2021
Q4 | $44M | Sell |
365,779
-94,648
| -21% | -$11.1M | 2.45% | 7 |
|
|
2021
Q3 | $51.4M | Buy |
460,427
+3,203
| +0.7% | +$376K | 3.13% | 5 |
|
|
2021
Q2 | $54.9M | Sell |
457,224
-2,740
| -0.6% | -$321K | 3.41% | 4 |
|
|
2021
Q1 | $54.4M | Buy |
459,964
+14,704
| +3% | +$1.82M | 3.57% | 4 |
|
|
2020
Q4 | $48.6M | Buy |
445,260
+8,429
| +2% | +$799K | 3.3% | 5 |
|
|
2020
Q3 | $35.4M | Buy |
436,831
+85,147
| +24% | +$6.47M | 2.66% | 14 |
|
|
2020
Q2 | $20M | Buy |
351,684
+3,832
| +1% | +$202K | 1.88% | 19 |
|
|
2020
Q1 | $16.6M | Buy |
347,852
+103,243
| +42% | +$5.65M | 1.91% | 22 |
|
|
2019
Q4 | $14.2M | Buy |
+244,609
| New | +$13M | 1.25% | 31 |
|
|
2018
Q2 | – | Sell |
-441,195
| Closed | -$19.3M | – | 165 |
|
|
2018
Q1 | $19.3M | Buy |
441,195
+20,340
| +5% | +$887K | 1.75% | 21 |
|
|
2017
Q4 | $16.7M | Buy |
420,855
+1,336
| +0.3% | +$54.1K | 1.56% | 24 |
|
|
2017
Q3 | $15.8M | Buy |
419,519
+3,310
| +0.8% | +$121K | 1.63% | 25 |
|
|
2017
Q2 | $14.6M | Sell |
416,209
-11,296
| -3% | -$391K | 1.64% | 25 |
|
|
2017
Q1 | $14M | Buy |
427,505
+13,740
| +3% | +$429K | 1.7% | 22 |
|
|
2016
Q4 | $11.9M | Sell |
413,765
-6,510
| -2% | -$196K | 1.65% | 21 |
|
|
2016
Q3 | $12.9M | Sell |
420,275
-7,235
| -2% | -$207K | 1.81% | 22 |
|
|
2016
Q2 | $11.2M | Buy |
427,510
+14,755
| +4% | +$368K | 1.67% | 25 |
|
|
2016
Q1 | $10.8M | Buy |
+412,755
| New | +$9.66M | 1.71% | 23 |
|
Other funds holding TSM
PAM
LMFP
RG
CGI
TSAM
Cookson Peirce & Co's TSM Position: Q2 2026 in Review
Cookson Peirce & Co reduced its TSMC (TSM) stake by 0.28% in Q2 2026, selling an estimated $523K and leaving 450,703 shares worth $215M. The position accounts for 7.09% of the portfolio, ranked #2.
Cookson Peirce & Co first reported a position in TSM in Q1 2016 and has held it in 31 quarters since. 1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.
- Cookson Peirce & Co held 450,703 shares of TSMC worth $215M as of Q2 2026.
- Cookson Peirce & Co sold 1,288 TSMC shares in Q2 2026, an estimated $523K.
- TSMC made up 7.09% of Cookson Peirce & Co's portfolio in Q2 2026, its #2 holding.
- Cookson Peirce & Co first reported a position in TSMC in Q1 2016 and has held it in 31 quarters since.
- 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.
Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.