LWM
TSM icon

Lodestone Wealth Management’s TSMC TSM Stock Holding History

Lodestone Wealth 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 		$1.54M Sell
3,231
-479
-13% -$194K 0.54% 54
2026
Q1 		$1.25M Sell
3,710
-40
-1% -$13.8K 0.5% 60
2025
Q4 		$1.14M Sell
3,750
-167
-4% -$49K 0.46% 63
2025
Q3 		$1.09M Buy
3,917
+146
+4% +$35.7K 0.49% 62
2025
Q2 		$854K Buy
3,771
+44
+1% +$8.15K 0.42% 68
2025
Q1 		$619K Buy
3,727
+99
+3% +$19.2K 0.33% 74
2024
Q4 		$717K Buy
3,628
+172
+5% +$33.3K 0.36% 73
2024
Q3 		$600K Sell
3,456
-927
-21% -$158K 0.3% 76
2024
Q2 		$762K Buy
4,383
+97
+2% +$14.7K 0.4% 66
2024
Q1 		$583K Buy
4,286
+445
+12% +$55.3K 0.31% 76
2023
Q4 		$399K Buy
3,841
+47
+1% +$4.48K 0.23% 101
2023
Q3 		$330K Buy
3,794
+376
+11% +$35.6K 0.23% 98
2023
Q2 		$345K Sell
3,418
-85
-2% -$7.91K 0.24% 101
2023
Q1 		$326K Sell
3,503
-6
-0.2% -$539 0.25% 97
2022
Q4 		$261K Buy
+3,509
New +$254K 0.21% 105

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

Lodestone Wealth Management's TSM Position: Q2 2026 in Review

Lodestone Wealth Management reduced its TSMC (TSM) stake by 13% in Q2 2026, selling an estimated $194K and leaving 3,231 shares worth $1.54M. The position accounts for 0.54% of the portfolio, ranked #54.

Lodestone Wealth Management first reported a position in TSM in Q4 2022 and has held it in 15 quarters since. 1,405 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Lodestone Wealth Management held 3,231 shares of TSMC worth $1.54M as of Q2 2026.
  • Lodestone Wealth Management sold 479 TSMC shares in Q2 2026, an estimated $194K.
  • TSMC made up 0.54% of Lodestone Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Lodestone Wealth Management first reported a position in TSMC in Q4 2022 and has held it in 15 quarters since.
  • 1,405 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.