Heirloom Wealth Management
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
Q3 		$24.9M Buy
54,551
+460
+0.9% +$195K 3.23% 12
2026
Q2 		$25.8M Sell
54,091
-10,570
-16% -$4.29M 3.74% 12
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Heirloom Wealth Management's TSM Position: Q3 2026 in Review

Heirloom Wealth Management increased its TSMC (TSM) stake by 0.85% in Q3 2026, buying an estimated $195K and bringing the position to 54,551 shares worth $24.9M. The position accounts for 3.23% of the portfolio, ranked #12.

Heirloom Wealth Management first reported a position in TSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $25.8M in Q2 2026. 1,080 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Heirloom Wealth Management held 54,551 shares of TSMC worth $24.9M as of Q3 2026.
  • Heirloom Wealth Management bought 460 TSMC shares in Q3 2026, an estimated $195K.
  • TSMC made up 3.23% of Heirloom Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Heirloom Wealth Management first reported a position in TSMC in Q2 2025 and has held it in 6 quarters since.
  • Heirloom Wealth Management's TSMC position peaked at $25.8M in Q2 2026.
  • 1,080 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.