HWM
TSM icon

Heirloom Wealth Management’s TSMC TSM Stock Holding History

Heirloom Wealth 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
Q1 		$21.9M Buy
64,661
+9,115
+16% +$3.14M 3.94% 9
2025
Q4 		$16.9M Buy
55,546
+499
+0.9% +$146K 3.9% 10
2025
Q3 		$15.4M Buy
55,047
+19,510
+55% +$4.77M 3.71% 10
2025
Q2 		$8.05M Buy
+35,537
New +$6.58M 2.12% 16

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Heirloom Wealth Management's TSM Position: Q1 2026 in Review

Heirloom Wealth Management increased its TSMC (TSM) stake by 16% in Q1 2026, buying an estimated $3.14M and bringing the position to 64,661 shares worth $21.9M. The position accounts for 3.94% of the portfolio, ranked #9.

Heirloom Wealth Management first reported a position in TSM in Q2 2025 and has held it in 4 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Heirloom Wealth Management held 64,661 shares of TSMC worth $21.9M as of Q1 2026.
  • Heirloom Wealth Management bought 9,115 TSMC shares in Q1 2026, an estimated $3.14M.
  • TSMC made up 3.94% of Heirloom Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Heirloom Wealth Management first reported a position in TSMC in Q2 2025 and has held it in 4 quarters since.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.