Thompson Investment Management’s TSMC TSM Stock Holding History

Thompson Investment 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	$478K	Hold	1,000	–	–	0.05%	141
2026 Q1	$338K	Hold	1,000	–	–	0.04%	151
2025 Q4	$304K	Hold	1,000	–	–	0.04%	154
2025 Q3	$279K	Hold	1,000	–	–	0.04%	157
2025 Q2	$226K	Hold	1,000	–	–	0.03%	167
2025 Q1	$166K	Hold	1,000	–	–	0.02%	188
2024 Q4	$197K	Hold	1,000	–	–	0.03%	177
2024 Q3	$174K	Hold	1,000	–	–	0.02%	175
2024 Q2	$174K	Hold	1,000	–	–	0.03%	173
2024 Q1	$136K	Hold	1,000	–	–	0.02%	187
2023 Q4	$104K	Hold	1,000	–	–	0.02%	204
2023 Q3	$86.9K	Hold	1,000	–	–	0.02%	207
2023 Q2	$101K	Hold	1,000	–	–	0.02%	209
2023 Q1	$93K	Buy	+1,000	New	+$89.8K	0.02%	213

Other funds holding TSM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Thompson Investment Management's TSM Position: Q2 2026 in Review

Thompson Investment Management held its TSMC (TSM) position steady in Q2 2026 at 1,000 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #141.

Thompson Investment Management first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. 1,244 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Thompson Investment Management held 1,000 shares of TSMC worth $478K as of Q2 2026.
Thompson Investment Management left its TSMC share count unchanged in Q2 2026.
TSMC made up 0.05% of Thompson Investment Management's portfolio in Q2 2026, its #141 holding.
Thompson Investment Management first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
1,244 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.