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Miller Global Investments’s TSMC TSM Stock Holding History

Miller Global Investments’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 		$544K Sell
1,140
-28
-2% -$11.4K 0.45% 74
2026
Q1 		$395K Sell
1,168
-58
-5% -$20K 0.36% 84
2025
Q4 		$373K Buy
+1,226
New +$360K 0.34% 94

Other funds holding TSM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Miller Global Investments's TSM Position: Q2 2026 in Review

Miller Global Investments reduced its TSMC (TSM) stake by 2.4% in Q2 2026, selling an estimated $11.4K and leaving 1,140 shares worth $544K. The position accounts for 0.45% of the portfolio, ranked #74.

Miller Global Investments first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 1,923 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Miller Global Investments held 1,140 shares of TSMC worth $544K as of Q2 2026.
  • Miller Global Investments sold 28 TSMC shares in Q2 2026, an estimated $11.4K.
  • TSMC made up 0.45% of Miller Global Investments's portfolio in Q2 2026, its #74 holding.
  • Miller Global Investments first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
  • 1,923 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.