Guinness Atkinson Asset Management’s TSMC TSM Stock Holding History

Guinness Atkinson Asset 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	$12.3M	Buy	25,719 +35	+0.1%	+$14.2K	5.51%	1
2026 Q1	$8.68M	Sell	25,684 -5,041	-16%	-$1.73M	4.34%	2
2025 Q4	$9.25M	Sell	30,725 -4,186	-12%	-$1.23M	4.35%	1
2025 Q3	$9.54M	Sell	34,911 -8,255	-19%	-$2.02M	4.53%	1
2025 Q2	$9.78M	Sell	43,166 -2,486	-5%	-$461K	5.13%	1
2025 Q1	$7.58M	Sell	45,652 -3,000	-6%	-$583K	4.22%	3
2024 Q4	$9.61M	Sell	48,652 -2,115	-4%	-$409K	4.9%	1
2024 Q3	$8.82M	Sell	50,767 -7,978	-14%	-$1.36M	4.29%	1
2024 Q2	$10.2M	Sell	58,745 -2,531	-4%	-$384K	5%	1
2024 Q1	$8.34M	Sell	61,276 -314	-0.5%	-$39K	3.92%	8
2023 Q4	$6.41M	Sell	61,590 -1,931	-3%	-$184K	3.28%	12
2023 Q3	$5.52M	Buy	63,521 +858	+1%	+$81.1K	3.07%	13
2023 Q2	$6.32M	Sell	62,663 -970	-2%	-$90.3K	3.35%	6
2023 Q1	$5.92M	Sell	63,633 -1,333	-2%	-$120K	3.34%	5
2022 Q4	$4.84M	Sell	64,966 -2,127	-3%	-$154K	3.05%	10
2022 Q3	$4.6M	Buy	67,093 +1,051	+2%	+$86.9K	2.94%	13
2022 Q2	$5.4M	Sell	66,042 -5,194	-7%	-$480K	3.15%	8
2022 Q1	$7.43M	Sell	71,236 -1,220	-2%	-$143K	3.57%	6
2021 Q4	$8.72M	Sell	72,456 -1,971	-3%	-$231K	3.81%	4
2021 Q3	$8.31M	Buy	74,427 +8,777	+13%	+$1.03M	3.86%	1
2021 Q2	$7.89M	Buy	65,650 +54,587	+493%	+$6.4M	3.49%	10
2021 Q1	$1.31M	Buy	11,063 +8,767	+382%	+$1.09M	0.65%	35
2020 Q4	$250K	Buy	2,296 +864	+60%	+$81.9K	0.13%	67
2020 Q3	$116K	Buy	1,432 +358	+33%	+$27.2K	0.07%	67
2020 Q2	$61K	Buy	1,074 +60	+6%	+$3.16K	0.04%	74
2020 Q1	$48K	Sell	1,014 -338	-25%	-$18.5K	0.04%	71
2019 Q4	$79K	Buy	+1,352	New	+$71.7K	0.06%	68
2016 Q4	–	Sell	-218,869	Closed	-$6.7M	–	70
2016 Q3	$6.7M	Hold	218,869	–	–	4.16%	3
2016 Q2	$5.74M	Hold	218,869	–	–	3.6%	7
2016 Q1	$5.73M	Sell	218,869 -21,150	-9%	-$495K	3.54%	7
2015 Q4	$5.46M	Sell	240,019 -39,930	-14%	-$898K	3.17%	16
2015 Q3	$5.81M	Hold	279,949	–	–	3.7%	9
2015 Q2	$6.36M	Hold	279,949	–	–	2.92%	19
2015 Q1	$6.57M	Buy	279,949 +54,870	+24%	+$1.29M	2.96%	23
2014 Q4	$5.04M	Buy	225,079 +10,850	+5%	+$236K	2.92%	13
2014 Q3	$4.32M	Buy	214,229 +81,390	+61%	+$1.7M	2.44%	16
2014 Q2	$2.84M	Buy	132,839 +30,850	+30%	+$635K	2.11%	23
2014 Q1	$2.04M	Buy	101,989 +12,560	+14%	+$225K	2.04%	19
2013 Q4	$1.56M	Hold	89,429	–	–	1.54%	40
2013 Q3	$1.52M	Buy	89,429 +12,900	+17%	+$220K	1.46%	40
2013 Q2	$1.4M	Buy	+76,529	New	+$1.41M	1.48%	29

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

Guinness Atkinson Asset Management's TSM Position: Q2 2026 in Review

Guinness Atkinson Asset Management increased its TSMC (TSM) stake by 0.14% in Q2 2026, buying an estimated $14.2K and bringing the position to 25,719 shares worth $12.3M. The position accounts for 5.51% of the portfolio, ranked #1.

Guinness Atkinson Asset Management first reported a position in TSM in Q2 2013 and has held it in 41 quarters since. 1,584 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Guinness Atkinson Asset Management held 25,719 shares of TSMC worth $12.3M as of Q2 2026.
Guinness Atkinson Asset Management bought 35 TSMC shares in Q2 2026, an estimated $14.2K.
TSMC made up 5.51% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #1 holding.
Guinness Atkinson Asset Management first reported a position in TSMC in Q2 2013 and has held it in 41 quarters since.
1,584 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.