JAM
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JCIC Asset Management’s TSMC TSM Stock Holding History

JCIC 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 		$5.99M Hold
17,722
– – 1.83% 21
2026
Q1 		$5.99M Sell
17,722
-4,628
-21% -$1.59M 1.83% 21
2025
Q4 		$6.79M Sell
22,350
-460
-2% -$135K 2.08% 17
2025
Q3 		$6.37M Buy
+22,810
New +$5.58M 1.99% 16
2025
Q1 		$3.83M Sell
23,066
-7,550
-25% -$1.47M 1.6% 21
2024
Q4 		$6.05M Buy
30,616
+505
+2% +$97.7K 2.45% 13
2024
Q3 		$5.23M Buy
30,111
+240
+0.8% +$40.9K 2.14% 17
2024
Q2 		$5.19M Buy
29,871
+5,816
+24% +$882K 2.14% 14
2024
Q1 		$3.27M Buy
24,055
+350
+1% +$43.5K 1.35% 28
2023
Q4 		$2.47M Sell
23,705
-347
-1% -$33.1K 1.1% 30
2023
Q3 		$2.09M Sell
24,052
-571
-2% -$54K 1.06% 30
2023
Q2 		$2.48M Buy
24,623
+2,235
+10% +$208K 1.13% 29
2023
Q1 		$2.08M Buy
22,388
+380
+2% +$34.1K 0.97% 30
2022
Q4 		$1.64M Sell
22,008
-580
-3% -$42K 0.81% 33
2022
Q3 		$1.39M Sell
22,588
-735
-3% -$60.8K 0.64% 35
2022
Q2 		$1.91M Sell
23,323
-2,710
-10% -$251K 1.03% 30
2022
Q1 		$2.71M Sell
26,033
-530
-2% -$62K 0.84% 37
2021
Q4 		$3.2M Sell
26,563
-125
-0.5% -$14.6K 0.96% 37
2021
Q3 		$2.98M Sell
26,688
-10
-0% -$1.17K 0.98% 37
2021
Q2 		$3.98M Sell
26,698
-545
-2% -$63.9K 1.02% 37
2021
Q1 		$3.22M Buy
+27,243
New +$3.37M 1.13% 34

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

JCIC Asset Management's TSM Position: Q2 2026 in Review

JCIC Asset Management held its TSMC (TSM) position steady in Q2 2026 at 17,722 shares worth $5.99M. The position accounts for 1.83% of the portfolio, ranked #21.

JCIC Asset Management first reported a position in TSM in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.79M in Q4 2025. 663 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • JCIC Asset Management held 17,722 shares of TSMC worth $5.99M as of Q2 2026.
  • JCIC Asset Management left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 1.83% of JCIC Asset Management's portfolio in Q2 2026, its #21 holding.
  • JCIC Asset Management first reported a position in TSMC in Q1 2021 and has held it in 21 quarters since.
  • JCIC Asset Management's TSMC position peaked at $6.79M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.