HWA
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Heritage Wealth Advisors’s TSMC TSM Stock Holding History

Heritage Wealth Advisors’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 		$934K Buy
2,763
+206
+8% +$70.9K 0.04% 87
2025
Q4 		$777K Hold
2,557
– – 0.03% 120
2025
Q3 		$714K Hold
2,557
– – 0.03% 106
2025
Q2 		$579K Buy
2,557
+2,207
+631% +$409K 0.03% 119
2025
Q1 		$58.1K Buy
350
+50
+17% +$9.72K ﹤0.01% 290
2024
Q4 		$59.2K Buy
300
+50
+20% +$9.68K ﹤0.01% 297
2024
Q3 		$43.4K Hold
250
– – ﹤0.01% 340
2024
Q2 		$43.5K Hold
250
– – ﹤0.01% 321
2024
Q1 		$34K Hold
250
– – ﹤0.01% 358
2023
Q4 		$26K Sell
250
-312
-56% -$29.8K ﹤0.01% 389
2023
Q3 		$48.8K Hold
562
– – ﹤0.01% 304
2023
Q2 		$56.7K Hold
562
– – ﹤0.01% 306
2023
Q1 		$52.3K Hold
562
– – ﹤0.01% 316
2022
Q4 		$41.9K Buy
562
+125
+29% +$9.04K ﹤0.01% 346
2022
Q3 		$30K Buy
437
+78
+22% +$6.45K ﹤0.01% 343
2022
Q2 		$29K Buy
359
+125
+53% +$11.6K ﹤0.01% 379
2022
Q1 		$24K Buy
+234
New +$27.4K ﹤0.01% 384
2020
Q1 		– Sell
-30
Closed -$1.74K – 577
2019
Q4 		$1.74K Buy
+30
New +$1.59K ﹤0.01% 583

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 Wealth Advisors's TSM Position: Q1 2026 in Review

Heritage Wealth Advisors increased its TSMC (TSM) stake by 8.1% in Q1 2026, buying an estimated $70.9K and bringing the position to 2,763 shares worth $934K. The position accounts for 0.04% of the portfolio, ranked #87.

Heritage Wealth Advisors first reported a position in TSM in Q4 2019 and has held it in 18 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Heritage Wealth Advisors held 2,763 shares of TSMC worth $934K as of Q1 2026.
  • Heritage Wealth Advisors bought 206 TSMC shares in Q1 2026, an estimated $70.9K.
  • TSMC made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • Heritage Wealth Advisors first reported a position in TSMC in Q4 2019 and has held it in 18 quarters since.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.