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LBP AM’s TSMC TSM Stock Holding History

LBP AM’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 		$221M Sell
463,710
-39,317
-8% -$16M 2.21% 9
2026
Q1 		$170M Sell
503,027
-38,494
-7% -$13.2M 2.32% 8
2025
Q4 		$165M Sell
541,521
-16,686
-3% -$4.9M 1.91% 9
2025
Q3 		$156M Buy
558,207
+38,256
+7% +$9.36M 1.92% 9
2025
Q2 		$118M Sell
519,951
-155,365
-23% -$28.8M 1.66% 10
2025
Q1 		$112M Sell
675,316
-36,644
-5% -$7.12M 1.73% 11
2024
Q4 		$141M Sell
711,960
-38,123
-5% -$7.38M 1.9% 10
2024
Q3 		$130M Buy
+750,083
New +$128M 1.96% 11
2024
Q2 		– Sell
-60,204
Closed -$8.19M – 352
2024
Q1 		$8.19M Sell
60,204
-157,833
-72% -$19.6M 0.33% 77
2023
Q4 		$22.7M Buy
218,037
+15,272
+8% +$1.46M 0.5% 53
2023
Q3 		$17.6M Buy
202,765
+42,383
+26% +$4.01M 0.39% 68
2023
Q2 		$16.2M Buy
160,382
+35,448
+28% +$3.3M 0.38% 76
2023
Q1 		$11.6M Buy
124,934
+117,121
+1,499% +$10.5M 0.3% 84
2022
Q4 		$582K Buy
+7,813
New +$565K 0.02% 413

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
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

LBP AM's TSM Position: Q2 2026 in Review

LBP AM reduced its TSMC (TSM) stake by 7.8% in Q2 2026, selling an estimated $16M and leaving 463,710 shares worth $221M. The position accounts for 2.21% of the portfolio, ranked #9.

LBP AM first reported a position in TSM in Q4 2022 and has held it in 14 quarters since. 1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • LBP AM held 463,710 shares of TSMC worth $221M as of Q2 2026.
  • LBP AM sold 39,317 TSMC shares in Q2 2026, an estimated $16M.
  • TSMC made up 2.21% of LBP AM's portfolio in Q2 2026, its #9 holding.
  • LBP AM first reported a position in TSMC in Q4 2022 and has held it in 14 quarters since.
  • 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.