Mawer Investment Management
TSM icon

Mawer Investment Management’s TSMC TSM Stock Holding History

Mawer Investment 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 		$57.5M Sell
120,328
-13,961
-10% -$5.67M 0.39% 57
2026
Q1 		$45.4M Sell
134,289
-52,381
-28% -$18M 0.29% 66
2025
Q4 		$56.7M Sell
186,670
-27,725
-13% -$8.13M 0.32% 62
2025
Q3 		$59.9M Buy
214,395
+6,327
+3% +$1.55M 0.31% 64
2025
Q2 		$47.1M Buy
208,068
+32,658
+19% +$6.05M 0.24% 69
2025
Q1 		$29.1M Buy
175,410
+12,594
+8% +$2.45M 0.14% 76
2024
Q4 		$32.2M Sell
162,816
-7,297
-4% -$1.41M 0.15% 73
2024
Q3 		$29.5M Sell
170,113
-50,946
-23% -$8.68M 0.13% 75
2024
Q2 		$38.4M Sell
221,059
-39,069
-15% -$5.93M 0.18% 67
2024
Q1 		$35.4M Sell
260,128
-11,545
-4% -$1.43M 0.16% 72
2023
Q4 		$28.3M Buy
271,673
+6,348
+2% +$605K 0.14% 75
2023
Q3 		$23.1M Sell
265,325
-134,405
-34% -$12.7M 0.12% 77
2023
Q2 		$40.3M Sell
399,730
-10,987
-3% -$1.02M 0.21% 72
2023
Q1 		$38.2M Sell
410,717
-23,636
-5% -$2.12M 0.21% 72
2022
Q4 		$32.4M Sell
434,353
-222,690
-34% -$16.1M 0.18% 73
2022
Q3 		$45M Sell
657,043
-442,572
-40% -$36.6M 0.27% 63
2022
Q2 		$89.9M Sell
1,099,615
-226,397
-17% -$20.9M 0.51% 38
2022
Q1 		$138M Sell
1,326,012
-135,804
-9% -$15.9M 0.66% 34
2021
Q4 		$176M Sell
1,461,816
-52,334
-3% -$6.13M 0.79% 30
2021
Q3 		$169M Sell
1,514,150
-259,884
-15% -$30.5M 0.81% 30
2021
Q2 		$213M Buy
1,774,034
+90,991
+5% +$10.7M 1.05% 25
2021
Q1 		$199M Buy
1,683,043
+206,893
+14% +$25.6M 1.08% 27
2020
Q4 		$161M Buy
1,476,150
+135,457
+10% +$12.8M 0.95% 27
2020
Q3 		$109M Buy
1,340,693
+114,929
+9% +$8.73M 0.71% 37
2020
Q2 		$69.6M Buy
1,225,764
+53,075
+5% +$2.8M 0.51% 46
2020
Q1 		$56M Buy
1,172,689
+99,320
+9% +$5.43M 0.52% 43
2019
Q4 		$62.4M Sell
1,073,369
-45,105
-4% -$2.39M 0.51% 45
2019
Q3 		$52M Buy
1,118,474
+98,564
+10% +$4.2M 0.48% 45
2019
Q2 		$40M Buy
1,019,910
+90,510
+10% +$3.73M 0.26% 68
2019
Q1 		$38.1M Buy
929,400
+92,944
+11% +$3.55M 0.27% 65
2018
Q4 		$30.9M Buy
836,456
+203,920
+32% +$7.76M 0.26% 68
2018
Q3 		$27.9M Buy
632,536
+48,496
+8% +$2.01M 0.21% 79
2018
Q2 		$21.4M Buy
584,040
+1,608
+0.3% +$63.5K 0.17% 82
2018
Q1 		$25.5M Buy
582,432
+37,960
+7% +$1.65M 0.21% 76
2017
Q4 		$21.6M Buy
544,472
+10,390
+2% +$421K 0.18% 81
2017
Q3 		$20.1M Buy
534,082
+267,222
+100% +$9.76M 0.17% 83
2017
Q2 		$9.33M Buy
266,860
+217,980
+446% +$7.54M 0.09% 96
2017
Q1 		$1.6M Buy
+48,880
New +$1.53M 0.02% 104

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mawer Investment Management's TSM Position: Q2 2026 in Review

Mawer Investment Management reduced its TSMC (TSM) stake by 10% in Q2 2026, selling an estimated $5.67M and leaving 120,328 shares worth $57.5M. The position accounts for 0.39% of the portfolio, ranked #57.

Mawer Investment Management first reported a position in TSM in Q1 2017 and has held it in 38 quarters since. The position peaked at $213M in Q2 2021. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Mawer Investment Management held 120,328 shares of TSMC worth $57.5M as of Q2 2026.
  • Mawer Investment Management sold 13,961 TSMC shares in Q2 2026, an estimated $5.67M.
  • TSMC made up 0.39% of Mawer Investment Management's portfolio in Q2 2026, its #57 holding.
  • Mawer Investment Management first reported a position in TSMC in Q1 2017 and has held it in 38 quarters since.
  • Mawer Investment Management's TSMC position peaked at $213M in Q2 2021.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.