MEAC
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M.E. Allison & Co’s TSMC TSM Stock Holding History

M.E. Allison & Co’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 		$653K Sell
1,367
-17
-1% -$6.9K 0.38% 73
2026
Q1 		$468K Buy
1,384
+9
+0.7% +$3.1K 0.31% 89
2025
Q4 		$418K Buy
1,375
+20
+1% +$5.87K 0.28% 93
2025
Q3 		$378K Buy
1,355
+1
+0.1% +$245 0.26% 102
2025
Q2 		$307K Hold
1,354
– – 0.25% 112
2025
Q1 		$225K Hold
1,354
– – 0.22% 134
2024
Q4 		$267K Buy
+1,354
New +$262K 0.29% 101

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

M.E. Allison & Co's TSM Position: Q2 2026 in Review

M.E. Allison & Co reduced its TSMC (TSM) stake by 1.2% in Q2 2026, selling an estimated $6.9K and leaving 1,367 shares worth $653K. The position accounts for 0.38% of the portfolio, ranked #73.

M.E. Allison & Co first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • M.E. Allison & Co held 1,367 shares of TSMC worth $653K as of Q2 2026.
  • M.E. Allison & Co sold 17 TSMC shares in Q2 2026, an estimated $6.9K.
  • TSMC made up 0.38% of M.E. Allison & Co's portfolio in Q2 2026, its #73 holding.
  • M.E. Allison & Co first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.