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HM Payson & Co’s TSMC TSM Stock Holding History

HM Payson & Co’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 		$25.5M Sell
53,472
-252
-0.5% -$102K 0.34% 62
2026
Q1 		$18.2M Sell
53,724
-4,830
-8% -$1.66M 0.26% 72
2025
Q4 		$17.8M Sell
58,554
-666
-1% -$195K 0.25% 70
2025
Q3 		$16.5M Sell
59,220
-13,346
-18% -$3.26M 0.24% 65
2025
Q2 		$16.4M Sell
72,566
-1,436
-2% -$266K 0.26% 64
2025
Q1 		$12.3M Sell
74,002
-305
-0.4% -$59.3K 0.22% 73
2024
Q4 		$14.7M Sell
74,307
-503
-0.7% -$97.3K 0.25% 70
2024
Q3 		$13M Sell
74,810
-7,955
-10% -$1.36M 0.22% 73
2024
Q2 		$14.4M Sell
82,765
-7,283
-8% -$1.1M 0.26% 70
2024
Q1 		$12.3M Sell
90,048
-23,596
-21% -$2.93M 0.23% 76
2023
Q4 		$11.8M Sell
113,644
-336,093
-75% -$32.1M 0.24% 72
2023
Q3 		$39.1M Buy
449,737
+5,909
+1% +$559K 0.92% 34
2023
Q2 		$44.8M Buy
443,828
+49,780
+13% +$4.63M 1.01% 34
2023
Q1 		$36.7M Buy
394,048
+368,256
+1,428% +$33.1M 0.88% 38
2022
Q4 		$1.92M Sell
25,792
-906
-3% -$65.5K 0.05% 140
2022
Q3 		$1.83M Sell
26,698
-1,649
-6% -$136K 0.05% 143
2022
Q2 		$2.32M Sell
28,347
-1,749
-6% -$162K 0.06% 136
2022
Q1 		$3.14M Buy
30,096
+159
+0.5% +$18.6K 0.07% 124
2021
Q4 		$3.6M Sell
29,937
-862
-3% -$101K 0.08% 126
2021
Q3 		$3.44M Buy
30,799
+1,761
+6% +$207K 0.08% 128
2021
Q2 		$3.49M Buy
29,038
+150
+0.5% +$17.6K 0.09% 129
2021
Q1 		$3.42M Buy
28,888
+6,026
+26% +$746K 0.09% 128
2020
Q4 		$2.49M Buy
22,862
+1,980
+9% +$188K 0.07% 143
2020
Q3 		$1.69M Buy
20,882
+2,902
+16% +$221K 0.05% 154
2020
Q2 		$1.02M Buy
17,980
+17,900
+22,375% +$943K 0.03% 181
2020
Q1 		$4K Hold
80
– – ﹤0.01% 836
2019
Q4 		$5K Hold
80
– – ﹤0.01% 865
2019
Q3 		$4K Hold
80
– – ﹤0.01% 890
2019
Q2 		$3K Buy
+80
New +$3.29K ﹤0.01% 904

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

HM Payson & Co's TSM Position: Q2 2026 in Review

HM Payson & Co reduced its TSMC (TSM) stake by 0.47% in Q2 2026, selling an estimated $102K and leaving 53,472 shares worth $25.5M. The position accounts for 0.34% of the portfolio, ranked #62.

HM Payson & Co first reported a position in TSM in Q2 2019 and has held it in 29 quarters since. The position peaked at $44.8M in Q2 2023. 1,385 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • HM Payson & Co held 53,472 shares of TSMC worth $25.5M as of Q2 2026.
  • HM Payson & Co sold 252 TSMC shares in Q2 2026, an estimated $102K.
  • TSMC made up 0.34% of HM Payson & Co's portfolio in Q2 2026, its #62 holding.
  • HM Payson & Co first reported a position in TSMC in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's TSMC position peaked at $44.8M in Q2 2023.
  • 1,385 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.