Montrusco Bolton Investments’s TSMC TSM Stock Holding History

Montrusco Bolton 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	$173M	Sell	362,899 -147,343	-29%	-$59.8M	2.68%	14
2026 Q1	$162M	Sell	510,242 -188,725	-27%	-$64.9M	2.46%	16
2025 Q4	$200M	Sell	698,967 -9,264	-1%	-$2.72M	2.5%	16
2025 Q3	$186M	Sell	708,231 -154,896	-18%	-$37.9M	2.16%	19
2025 Q2	$185M	Buy	863,127 +309,140	+56%	+$57.3M	2.05%	21
2025 Q1	$87.4M	Buy	553,987 +69,435	+14%	+$13.5M	1.15%	27
2024 Q4	$91.7M	Buy	484,552 +415,693	+604%	+$80.4M	1.11%	25
2024 Q3	$9.74M	Buy	+68,859	New	+$11.7M	0.1%	49
2014 Q1	–	Sell	-154,859	Closed	-$2.63M	–	95
2013 Q4	$2.63M	Sell	154,859 -12,810	-8%	-$227K	0.19%	62
2013 Q3	$2.81M	Buy	167,669 +48,090	+40%	+$820K	0.21%	63
2013 Q2	$2.16M	Buy	+119,579	New	+$2.2M	0.17%	63

Other funds holding TSM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Montrusco Bolton Investments's TSM Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its TSMC (TSM) stake by 29% in Q2 2026, selling an estimated $59.8M and leaving 362,899 shares worth $173M. The position accounts for 2.68% of the portfolio, ranked #14.

Montrusco Bolton Investments first reported a position in TSM in Q2 2013 and has held it in 11 quarters since. The position peaked at $200M in Q4 2025. 1,775 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Montrusco Bolton Investments held 362,899 shares of TSMC worth $173M as of Q2 2026.
Montrusco Bolton Investments sold 147,343 TSMC shares in Q2 2026, an estimated $59.8M.
TSMC made up 2.68% of Montrusco Bolton Investments's portfolio in Q2 2026, its #14 holding.
Montrusco Bolton Investments first reported a position in TSMC in Q2 2013 and has held it in 11 quarters since.
Montrusco Bolton Investments's TSMC position peaked at $200M in Q4 2025.
1,775 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.