Todd Asset Management’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $104M | Buy |
218,389
+12,697
| +6% | +$5.15M | 1.85% | 6 |
|
|
2026
Q1 | $69.5M | Buy |
205,692
+903
| +0.4% | +$311K | 1.36% | 16 |
|
|
2025
Q4 | $62.2M | Sell |
204,789
-2,664
| -1% | -$782K | 1.21% | 24 |
|
|
2025
Q3 | $57.9M | Buy |
207,453
+9,782
| +5% | +$2.39M | 1.17% | 24 |
|
|
2025
Q2 | $44.8M | Buy |
197,671
+2,446
| +1% | +$453K | 0.97% | 37 |
|
|
2025
Q1 | $32.4M | Sell |
195,225
-4,302
| -2% | -$836K | 0.76% | 61 |
|
|
2024
Q4 | $39.4M | Buy |
199,527
+23,534
| +13% | +$4.55M | 0.94% | 44 |
|
|
2024
Q3 | $30.6M | Sell |
175,993
-34,566
| -16% | -$5.89M | 0.71% | 65 |
|
|
2024
Q2 | $36.6M | Sell |
210,559
-29,060
| -12% | -$4.41M | 0.76% | 57 |
|
|
2024
Q1 | $32.6M | Buy |
239,619
+78,652
| +49% | +$9.77M | 0.67% | 68 |
|
|
2023
Q4 | $16.7M | Sell |
160,967
-3,324
| -2% | -$317K | 0.37% | 129 |
|
|
2023
Q3 | $14.3M | Sell |
164,291
-816
| -0.5% | -$77.2K | 0.34% | 131 |
|
|
2023
Q2 | $16.7M | Buy |
165,107
+2,768
| +2% | +$258K | 0.39% | 124 |
|
|
2023
Q1 | $15.1M | Buy |
162,339
+1,230
| +0.8% | +$110K | 0.37% | 128 |
|
|
2022
Q4 | $12M | Sell |
161,109
-25,240
| -14% | -$1.83M | 0.29% | 131 |
|
|
2022
Q3 | $12.8M | Sell |
186,349
-41,277
| -18% | -$3.41M | 0.36% | 119 |
|
|
2022
Q2 | $18.6M | Sell |
227,626
-3,751
| -2% | -$347K | 0.48% | 104 |
|
|
2022
Q1 | $24.1M | Buy |
231,377
+41,799
| +22% | +$4.89M | 0.53% | 88 |
|
|
2021
Q4 | $22.8M | Sell |
189,578
-29,537
| -13% | -$3.46M | 0.49% | 97 |
|
|
2021
Q3 | $24.5M | Sell |
219,115
-36,905
| -14% | -$4.33M | 0.56% | 79 |
|
|
2021
Q2 | $30.8M | Buy |
256,020
+26,940
| +12% | +$3.16M | 0.69% | 55 |
|
|
2021
Q1 | $27.1M | Sell |
229,080
-46,335
| -17% | -$5.74M | 0.64% | 71 |
|
|
2020
Q4 | $30M | Sell |
275,415
-112,591
| -29% | -$10.7M | 0.77% | 47 |
|
|
2020
Q3 | $31.5M | Sell |
388,006
-102,954
| -21% | -$7.82M | 0.94% | 32 |
|
|
2020
Q2 | $27.9M | Sell |
490,960
-6,281
| -1% | -$331K | 0.88% | 34 |
|
|
2020
Q1 | $23.8M | Sell |
497,241
-105,159
| -17% | -$5.75M | 0.91% | 32 |
|
|
2019
Q4 | $35M | Buy |
602,400
+5,073
| +0.8% | +$269K | 0.87% | 33 |
|
|
2019
Q3 | $27.8M | Buy |
597,327
+79,486
| +15% | +$3.39M | 0.76% | 40 |
|
|
2019
Q2 | $20.3M | Buy |
517,841
+53,912
| +12% | +$2.22M | 0.55% | 65 |
|
|
2019
Q1 | $19M | Buy |
463,929
+12,560
| +3% | +$479K | 0.54% | 70 |
|
|
2018
Q4 | $16.7M | Buy |
451,369
+18,292
| +4% | +$696K | 0.53% | 73 |
|
|
2018
Q3 | $19.1M | Sell |
433,077
-84,491
| -16% | -$3.5M | 0.53% | 77 |
|
|
2018
Q2 | $18.9M | Sell |
517,568
-120,280
| -19% | -$4.75M | 0.53% | 76 |
|
|
2018
Q1 | $27.9M | Sell |
637,848
-81,336
| -11% | -$3.55M | 0.77% | 40 |
|
|
2017
Q4 | $28.5M | Sell |
719,184
-24,079
| -3% | -$976K | 0.77% | 41 |
|
|
2017
Q3 | $27.9M | Sell |
743,263
-3,158
| -0.4% | -$115K | 0.77% | 41 |
|
|
2017
Q2 | $26.1M | Sell |
746,421
-303
| -0% | -$10.5K | 0.74% | 42 |
|
|
2017
Q1 | $24.5M | Sell |
746,724
-99,433
| -12% | -$3.1M | 0.71% | 41 |
|
|
2016
Q4 | $24.3M | Sell |
846,157
-12,606
| -1% | -$379K | 0.73% | 46 |
|
|
2016
Q3 | $26.3M | Buy |
858,763
+23,323
| +3% | +$667K | 0.79% | 37 |
|
|
2016
Q2 | $21.9M | Sell |
835,440
-4,885
| -0.6% | -$122K | 0.7% | 48 |
|
|
2016
Q1 | $22M | Buy |
840,325
+134,691
| +19% | +$3.15M | 0.66% | 55 |
|
|
2015
Q4 | $16.1M | Buy |
705,634
+204,029
| +41% | +$4.59M | 0.49% | 69 |
|
|
2015
Q3 | $10.4M | Sell |
501,605
-6,369
| -1% | -$134K | 0.33% | 110 |
|
|
2015
Q2 | $11.5M | Buy |
507,974
+376,374
| +286% | +$8.98M | 0.31% | 106 |
|
|
2015
Q1 | $3.09M | Buy |
+131,600
| New | +$3.1M | 0.09% | 162 |
|
|
2014
Q4 | – | Sell |
-608,986
| Closed | -$12.3M | – | 233 |
|
|
2014
Q3 | $12.3M | Buy |
608,986
+13,187
| +2% | +$275K | 0.35% | 94 |
|
|
2014
Q2 | $12.7M | Buy |
595,799
+164,023
| +38% | +$3.38M | 0.36% | 93 |
|
|
2014
Q1 | $8.64M | Buy |
431,776
+3,858
| +0.9% | +$69.1K | 0.25% | 138 |
|
|
2013
Q4 | $7.46M | Buy |
427,918
+2,969
| +0.7% | +$52.7K | 0.22% | 119 |
|
|
2013
Q3 | $7.21M | Buy |
424,949
+287
| +0.1% | +$4.89K | 0.22% | 117 |
|
|
2013
Q2 | $7.78M | Buy |
+424,662
| New | +$7.82M | 0.25% | 113 |
|
Other funds holding TSM
Todd Asset Management's TSM Position: Q2 2026 in Review
Todd Asset Management increased its TSMC (TSM) stake by 6.2% in Q2 2026, buying an estimated $5.15M and bringing the position to 218,389 shares worth $104M. The position accounts for 1.85% of the portfolio, ranked #6.
Todd Asset Management first reported a position in TSM in Q2 2013 and has held it in 52 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.
- Todd Asset Management held 218,389 shares of TSMC worth $104M as of Q2 2026.
- Todd Asset Management bought 12,697 TSMC shares in Q2 2026, an estimated $5.15M.
- TSMC made up 1.85% of Todd Asset Management's portfolio in Q2 2026, its #6 holding.
- Todd Asset Management first reported a position in TSMC in Q2 2013 and has held it in 52 quarters since.
- 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.
Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.