NCM
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Noesis Capital Mangement’s TSMC TSM Stock Holding History

Noesis Capital Mangement’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 		$54.7M Sell
114,610
-845
-0.7% -$343K 6.58% 3
2026
Q1 		$39M Sell
115,455
-2,338
-2% -$805K 5.77% 3
2025
Q4 		$35.8M Sell
117,793
-696
-0.6% -$204K 5.19% 4
2025
Q3 		$33.1M Buy
118,489
+3,277
+3% +$801K 5.14% 4
2025
Q2 		$26.1M Sell
115,212
-1,406
-1% -$260K 4.53% 5
2025
Q1 		$19.4M Buy
116,618
+434
+0.4% +$84.3K 3.85% 6
2024
Q4 		$22.9M Buy
116,184
+70
+0.1% +$13.5K 4.38% 6
2024
Q3 		$20.2M Buy
116,114
+11,320
+11% +$1.93M 4% 6
2024
Q2 		$18.2M Buy
104,794
+288
+0.3% +$43.7K 4.04% 7
2024
Q1 		$14.2M Sell
104,506
-5,893
-5% -$732K 3.16% 9
2023
Q4 		$11.5M Sell
110,399
-1,235
-1% -$118K 2.71% 13
2023
Q3 		$9.7M Buy
111,634
+1,834
+2% +$173K 2.54% 15
2023
Q2 		$11.1M Sell
109,800
-1,926
-2% -$179K 2.73% 15
2023
Q1 		$10.4M Buy
111,726
+7,386
+7% +$663K 2.63% 15
2022
Q4 		$7.77M Buy
104,340
+2,824
+3% +$204K 2.21% 18
2022
Q3 		$6.96M Buy
101,516
+615
+0.6% +$50.8K 2.11% 21
2022
Q2 		$8.25M Sell
100,901
-3,820
-4% -$353K 2.45% 16
2022
Q1 		$10.9M Buy
104,721
+1,545
+1% +$181K 2.63% 17
2021
Q4 		$12.4M Sell
103,176
-13,045
-11% -$1.53M 2.5% 15
2021
Q3 		$13M Sell
116,221
-944
-0.8% -$111K 2.53% 18
2021
Q2 		$13.6M Buy
117,165
+2,703
+2% +$317K 2.77% 14
2021
Q1 		$13.5M Buy
114,462
+5,770
+5% +$715K 3.04% 12
2020
Q4 		$11.9M Sell
108,692
-255
-0.2% -$24.2K 2.93% 14
2020
Q3 		$8.83M Sell
108,947
-2,860
-3% -$217K 2.5% 20
2020
Q2 		$6.35M Sell
111,807
-1,160
-1% -$61.1K 2.01% 22
2020
Q1 		$5.4M Buy
+112,967
New +$6.18M 1.99% 22

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 22.94% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Noesis Capital Mangement's TSM Position: Q2 2026 in Review

Noesis Capital Mangement reduced its TSMC (TSM) stake by 0.73% in Q2 2026, selling an estimated $343K and leaving 114,610 shares worth $54.7M. The position accounts for 6.58% of the portfolio, ranked #3.

Noesis Capital Mangement first reported a position in TSM in Q1 2020 and has held it in 26 quarters since. 1,775 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Noesis Capital Mangement held 114,610 shares of TSMC worth $54.7M as of Q2 2026.
  • Noesis Capital Mangement sold 845 TSMC shares in Q2 2026, an estimated $343K.
  • TSMC made up 6.58% of Noesis Capital Mangement's portfolio in Q2 2026, its #3 holding.
  • Noesis Capital Mangement first reported a position in TSMC in Q1 2020 and has held it in 26 quarters since.
  • 1,775 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.