FHC
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First Heartland Consultants’s TSMC TSM Stock Holding History

First Heartland Consultants’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 		$949K Sell
1,988
-50
-2% -$20.3K 0.06% 226
2026
Q1 		$689K Buy
2,038
+64
+3% +$22K 0.05% 242
2025
Q4 		$600K Buy
1,974
+92
+5% +$27K 0.05% 258
2025
Q3 		$526K Sell
1,882
-78
-4% -$19.1K 0.04% 273
2025
Q2 		$444K Buy
1,960
+313
+19% +$58K 0.04% 292
2025
Q1 		$273K Buy
1,647
+411
+33% +$79.9K 0.03% 362
2024
Q4 		$244K Buy
1,236
+50
+4% +$9.68K 0.03% 393
2024
Q3 		$206K Buy
+1,186
New +$202K 0.02% 437
2021
Q2 		– Sell
-1,882
Closed -$223K – 430
2021
Q1 		$223K Sell
1,882
-562
-23% -$69.6K 0.04% 353
2020
Q4 		$267K Sell
2,444
-62
-2% -$5.88K 0.04% 267
2020
Q3 		$203K Sell
2,506
-1,136
-31% -$86.3K 0.04% 277
2020
Q2 		$207K Buy
+3,642
New +$192K 0.04% 261

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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

First Heartland Consultants's TSM Position: Q2 2026 in Review

First Heartland Consultants reduced its TSMC (TSM) stake by 2.5% in Q2 2026, selling an estimated $20.3K and leaving 1,988 shares worth $949K. The position accounts for 0.06% of the portfolio, ranked #226.

First Heartland Consultants first reported a position in TSM in Q2 2020 and has held it in 12 quarters since. 1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • First Heartland Consultants held 1,988 shares of TSMC worth $949K as of Q2 2026.
  • First Heartland Consultants sold 50 TSMC shares in Q2 2026, an estimated $20.3K.
  • TSMC made up 0.06% of First Heartland Consultants's portfolio in Q2 2026, its #226 holding.
  • First Heartland Consultants first reported a position in TSMC in Q2 2020 and has held it in 12 quarters since.
  • 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.