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Heritage Trust’s TSMC TSM Stock Holding History

Heritage Trust’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 		$1.23M Buy
3,634
+435
+14% +$150K 0.12% 154
2025
Q4 		$972K Sell
3,199
-121
-4% -$35.5K 0.1% 168
2025
Q3 		$927K Buy
3,320
+423
+15% +$103K 0.1% 172
2025
Q2 		$656K Buy
2,897
+272
+10% +$50.4K 0.08% 191
2025
Q1 		$436K Hold
2,625
– – 0.05% 219
2024
Q4 		$518K Buy
+2,625
New +$508K 0.06% 199
2024
Q2 		$450K Buy
2,591
+66
+3% +$10K 0.06% 196
2024
Q1 		$344K Buy
+2,525
New +$314K 0.05% 224

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

Heritage Trust's TSM Position: Q1 2026 in Review

Heritage Trust increased its TSMC (TSM) stake by 14% in Q1 2026, buying an estimated $150K and bringing the position to 3,634 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #154.

Heritage Trust first reported a position in TSM in Q1 2024 and has held it in 8 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Heritage Trust held 3,634 shares of TSMC worth $1.23M as of Q1 2026.
  • Heritage Trust bought 435 TSMC shares in Q1 2026, an estimated $150K.
  • TSMC made up 0.12% of Heritage Trust's portfolio in Q1 2026, its #154 holding.
  • Heritage Trust first reported a position in TSMC in Q1 2024 and has held it in 8 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.