Milestone Asset Management’s TSMC TSM Stock Holding History

Milestone Asset 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 Q3	$434K	Sell	951 -69	-7%	-$29.2K	0.07%	185
2026 Q2	$488K	Sell	1,020 -292	-22%	-$118K	0.08%	187
2026 Q1	$444K	Buy	1,312 +386	+42%	+$133K	0.08%	173
2025 Q4	$282K	Sell	926 -1	-0.1%	-$293	0.05%	185
2025 Q3	$259K	Buy	+927	New	+$227K	0.05%	198
2025 Q2	–	Sell	-3,229	Closed	-$536K	–	244
2025 Q1	$536K	Buy	3,229 +570	+21%	+$111K	0.11%	133
2024 Q4	$525K	Sell	2,659 -53	-2%	-$10.3K	0.12%	151
2024 Q3	$471K	Buy	2,712 +83	+3%	+$14.1K	0.11%	139
2024 Q2	$457K	Buy	2,629 +76	+3%	+$11.5K	0.11%	134
2024 Q1	$347K	Buy	+2,553	New	+$317K	0.1%	130

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Milestone Asset Management's TSM Position: Q3 2026 in Review

Milestone Asset Management reduced its TSMC (TSM) stake by 6.8% in Q3 2026, selling an estimated $29.2K and leaving 951 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #185.

Milestone Asset Management first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $536K in Q1 2025. 2,055 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Milestone Asset Management held 951 shares of TSMC worth $434K as of Q3 2026.
Milestone Asset Management sold 69 TSMC shares in Q3 2026, an estimated $29.2K.
TSMC made up 0.07% of Milestone Asset Management's portfolio in Q3 2026, its #185 holding.
Milestone Asset Management first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's TSMC position peaked at $536K in Q1 2025.
2,055 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.