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 Q2	$2.94M	Buy	6,156 +3,393	+123%	+$1.38M	0.1%	50
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Advisors's TSM Position: Q2 2026 in Review

Heritage Wealth Advisors increased its TSMC (TSM) stake by 123% in Q2 2026, buying an estimated $1.38M and bringing the position to 6,156 shares worth $2.94M. The position accounts for 0.1% of the portfolio, ranked #50.

Heritage Wealth Advisors first reported a position in TSM in Q4 2019 and has held it in 19 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Heritage Wealth Advisors held 6,156 shares of TSMC worth $2.94M as of Q2 2026.
Heritage Wealth Advisors bought 3,393 TSMC shares in Q2 2026, an estimated $1.38M.
TSMC made up 0.1% of Heritage Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Heritage Wealth Advisors first reported a position in TSMC in Q4 2019 and has held it in 19 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.