Smith Group Asset Management’s TSMC TSM Stock Holding History

Smith Group 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 Q2	$6.72M	Sell	14,070 -20,373	-59%	-$8.27M	0.27%	43
2026 Q1	$11.6M	Buy	34,443 +1,080	+3%	+$372K	0.59%	40
2025 Q4	$10.1M	Buy	33,363 +1,375	+4%	+$403K	0.54%	41
2025 Q3	$8.93M	Sell	31,988 -7,540	-19%	-$1.84M	0.51%	42
2025 Q2	$8.95M	Buy	39,528 +1,760	+5%	+$326K	0.59%	43
2025 Q1	$6.27M	Sell	37,768 -100	-0.3%	-$19.4K	0.47%	46
2024 Q4	$7.48M	Sell	37,868 -8,510	-18%	-$1.65M	0.55%	43
2024 Q3	$8.05M	Sell	46,378 -1,590	-3%	-$271K	0.67%	42
2024 Q2	$8.34M	Sell	47,968 -3,620	-7%	-$549K	0.74%	41
2024 Q1	$7.02M	Sell	51,588 -2,080	-4%	-$258K	0.4%	67
2023 Q4	$5.58M	Buy	+53,668	New	+$5.12M	0.32%	82
2022 Q1	$571K	Buy	5,480 +920	+20%	+$108K	0.03%	109
2021 Q4	$549K	Hold	4,560	–	–	0.03%	140
2021 Q3	$509K	Buy	4,560 +600	+15%	+$70.4K	0.03%	138
2021 Q2	$476K	Buy	3,960 +1,560	+65%	+$183K	0.02%	137
2021 Q1	$284K	Buy	+2,400	New	+$297K	0.02%	136

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Smith Group Asset Management's TSM Position: Q2 2026 in Review

Smith Group Asset Management reduced its TSMC (TSM) stake by 59% in Q2 2026, selling an estimated $8.27M and leaving 14,070 shares worth $6.72M. The position accounts for 0.27% of the portfolio, ranked #43.

Smith Group Asset Management first reported a position in TSM in Q1 2021 and has held it in 16 quarters since. The position peaked at $11.6M in Q1 2026. 2,329 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Smith Group Asset Management held 14,070 shares of TSMC worth $6.72M as of Q2 2026.
Smith Group Asset Management sold 20,373 TSMC shares in Q2 2026, an estimated $8.27M.
TSMC made up 0.27% of Smith Group Asset Management's portfolio in Q2 2026, its #43 holding.
Smith Group Asset Management first reported a position in TSMC in Q1 2021 and has held it in 16 quarters since.
Smith Group Asset Management's TSMC position peaked at $11.6M in Q1 2026.
2,329 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.