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LaFleur & Godfrey’s TSMC TSM Stock Holding History

LaFleur & Godfrey’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 		$329K Buy
689
+22
+3% +$8.93K 0.04% 124
2026
Q1 		$225K Sell
667
-450
-40% -$155K 0.03% 136
2025
Q4 		$339K Hold
1,117
– – 0.04% 121
2025
Q3 		$312K Hold
1,117
– – 0.04% 124
2025
Q2 		$253K Buy
+1,117
New +$207K 0.03% 130
2025
Q1 		– Sell
-1,117
Closed -$221K – 152
2024
Q4 		$221K Buy
+1,117
New +$216K 0.03% 139
2021
Q1 		– Sell
-8,532
Closed -$930K – 97
2020
Q4 		$930K Sell
8,532
-10,136
-54% -$961K 0.19% 68
2020
Q3 		$1.51M Buy
+18,668
New +$1.42M 0.34% 52

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

LaFleur & Godfrey's TSM Position: Q2 2026 in Review

LaFleur & Godfrey increased its TSMC (TSM) stake by 3.3% in Q2 2026, buying an estimated $8.93K and bringing the position to 689 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #124.

LaFleur & Godfrey first reported a position in TSM in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2020. 571 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • LaFleur & Godfrey held 689 shares of TSMC worth $329K as of Q2 2026.
  • LaFleur & Godfrey bought 22 TSMC shares in Q2 2026, an estimated $8.93K.
  • TSMC made up 0.04% of LaFleur & Godfrey's portfolio in Q2 2026, its #124 holding.
  • LaFleur & Godfrey first reported a position in TSMC in Q3 2020 and has held it in 8 quarters since.
  • LaFleur & Godfrey's TSMC position peaked at $1.51M in Q3 2020.
  • 571 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.