Impax Asset Management Group
TSM icon

Impax Asset Management Group’s TSMC TSM Stock Holding History

Impax Asset Management Group’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 		$13.5M Sell
28,200
-40,546
-59% -$16.5M 0.09% 151
2026
Q1 		$23.2M Sell
68,746
-27,022
-28% -$9.3M 0.16% 92
2025
Q4 		$29.1M Buy
95,768
+32,354
+51% +$9.49M 0.18% 90
2025
Q3 		$17.7M Buy
63,414
+33,124
+109% +$8.1M 0.1% 107
2025
Q2 		$6.86M Sell
30,290
-668
-2% -$124K 0.04% 183
2025
Q1 		$5.14M Buy
30,958
+6,613
+27% +$1.29M 0.03% 197
2024
Q4 		$4.81M Sell
24,345
-2,073
-8% -$401K 0.02% 220
2024
Q3 		$4.59M Buy
26,418
+6,664
+34% +$1.14M 0.02% 225
2024
Q2 		$3.43M Sell
19,754
-14,960
-43% -$2.27M 0.01% 230
2024
Q1 		$4.72M Sell
34,714
-2,730
-7% -$339K 0.02% 218
2023
Q4 		$3.89M Sell
37,444
-18,340
-33% -$1.75M 0.02% 226
2023
Q3 		$4.85M Sell
55,784
-9,963
-15% -$942K 0.02% 204
2023
Q2 		$6.64M Sell
65,747
-8,397
-11% -$781K 0.03% 186
2023
Q1 		$6.9M Hold
74,144
– – 0.03% 180
2022
Q4 		$5.52M Sell
74,144
-1,592,169
-96% -$115M 0.02% 180
2022
Q3 		$114M Buy
1,666,313
+38,309
+2% +$3.17M 0.59% 63
2022
Q2 		$133M Sell
1,628,004
-665,597
-29% -$61.5M 0.65% 59
2022
Q1 		$239M Buy
2,293,601
+417,233
+22% +$48.8M 0.99% 34
2021
Q4 		$226M Buy
1,876,368
+116,049
+7% +$13.6M 0.83% 48
2021
Q3 		$197M Buy
1,760,319
+223,212
+15% +$26.2M 0.81% 48
2021
Q2 		$185M Buy
1,537,107
+270,628
+21% +$31.7M 0.81% 45
2021
Q1 		$150M Buy
1,266,479
+261,491
+26% +$32.4M 0.77% 51
2020
Q4 		$110M Buy
1,004,988
+154,343
+18% +$14.6M 0.7% 56
2020
Q3 		$69M Buy
850,645
+33,054
+4% +$2.51M 0.6% 58
2020
Q2 		$46.4M Buy
817,591
+175,509
+27% +$9.25M 0.48% 62
2020
Q1 		$30.7M Buy
642,082
+162,797
+34% +$8.9M 0.41% 64
2019
Q4 		$27.8M Buy
479,285
+47,286
+11% +$2.51M 0.31% 62
2019
Q3 		$20.1M Buy
431,999
+21,183
+5% +$903K 0.26% 74
2019
Q2 		$16.1M Buy
410,816
+121,079
+42% +$4.98M 0.21% 83
2019
Q1 		$11.9M Sell
289,737
-39,008
-12% -$1.49M 0.16% 99
2018
Q4 		$12.1M Buy
+328,745
New +$12.5M 0.2% 93

Other funds holding TSM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Impax Asset Management Group's TSM Position: Q2 2026 in Review

Impax Asset Management Group reduced its TSMC (TSM) stake by 59% in Q2 2026, selling an estimated $16.5M and leaving 28,200 shares worth $13.5M. The position accounts for 0.09% of the portfolio, ranked #151.

Impax Asset Management Group first reported a position in TSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $239M in Q1 2022. 2,956 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Impax Asset Management Group held 28,200 shares of TSMC worth $13.5M as of Q2 2026.
  • Impax Asset Management Group sold 40,546 TSMC shares in Q2 2026, an estimated $16.5M.
  • TSMC made up 0.09% of Impax Asset Management Group's portfolio in Q2 2026, its #151 holding.
  • Impax Asset Management Group first reported a position in TSMC in Q4 2018 and has held it in 31 quarters since.
  • Impax Asset Management Group's TSMC position peaked at $239M in Q1 2022.
  • 2,956 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.