HWM
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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heirloom Wealth Management's TSM Position: Q2 2026 in Review

Heirloom Wealth Management reduced its TSMC (TSM) stake by 16% in Q2 2026, selling an estimated $4.29M and leaving 54,091 shares worth $25.8M. The position accounts for 3.74% of the portfolio, ranked #12.

Heirloom Wealth Management first reported a position in TSM in Q2 2025 and has held it in 5 quarters since. 3,572 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Heirloom Wealth Management held 54,091 shares of TSMC worth $25.8M as of Q2 2026.
  • Heirloom Wealth Management sold 10,570 TSMC shares in Q2 2026, an estimated $4.29M.
  • TSMC made up 3.74% of Heirloom Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Heirloom Wealth Management first reported a position in TSMC in Q2 2025 and has held it in 5 quarters since.
  • 3,572 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.