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Neumeier Poma Investment Counsel’s Tower Semiconductor TSEM Stock Holding History

Neumeier Poma Investment Counsel’s Portfolio TSEM Stock Details TSEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42M Sell
239,387
-217,901
-48% -$29.3M 3.46% 11
2025
Q4 		$53.7M Sell
457,288
-324,080
-41% -$31.2M 4.44% 1
2025
Q3 		$56.5M Buy
781,368
+66,333
+9% +$3.62M 4.62% 1
2025
Q2 		$31M Buy
715,035
+33,820
+5% +$1.3M 2.89% 18
2025
Q1 		$24.3M Buy
681,215
+39,900
+6% +$1.8M 2.61% 16
2024
Q4 		$33M Buy
+641,315
New +$30M 3.2% 9
2023
Q2 		– Sell
-240,024
Closed -$10.2M – 45
2023
Q1 		$10.2M Sell
240,024
-40,360
-14% -$1.69M 0.95% 39
2022
Q4 		$12.1M Sell
280,384
-234,796
-46% -$10.2M 1.13% 37
2022
Q3 		$22.6M Sell
515,180
-99,500
-16% -$4.58M 2.24% 22
2022
Q2 		$28.4M Sell
614,680
-62,735
-9% -$2.99M 2.22% 20
2022
Q1 		$32.8M Sell
677,415
-578,060
-46% -$24.4M 2.2% 23
2021
Q4 		$49.8M Buy
1,255,475
+22,375
+2% +$777K 2.78% 17
2021
Q3 		$36.9M Sell
1,233,100
-16,265
-1% -$468K 2.19% 26
2021
Q2 		$36.8M Sell
1,249,365
-18,200
-1% -$511K 2.15% 22
2021
Q1 		$35.5M Buy
1,267,565
+21,375
+2% +$630K 2.13% 21
2020
Q4 		$32.2M Buy
1,246,190
+163,340
+15% +$3.73M 2.13% 20
2020
Q3 		$19.7M Buy
1,082,850
+13,700
+1% +$276K 1.62% 29
2020
Q2 		$20.4M Buy
1,069,150
+122,910
+13% +$2.35M 1.84% 25
2020
Q1 		$15.1M Buy
946,240
+334,190
+55% +$6.96M 1.55% 32
2019
Q4 		$14.7M Buy
+612,050
New +$13.7M 1.13% 36

Other funds holding TSEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Neumeier Poma Investment Counsel's TSEM Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its Tower Semiconductor (TSEM) stake by 48% in Q1 2026, selling an estimated $29.3M and leaving 239,387 shares worth $42M. The position accounts for 3.46% of the portfolio, ranked #11.

Neumeier Poma Investment Counsel first reported a position in TSEM in Q4 2019 and has held it in 20 quarters since. The position peaked at $56.5M in Q3 2025. 377 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

  • Neumeier Poma Investment Counsel held 239,387 shares of Tower Semiconductor worth $42M as of Q1 2026.
  • Neumeier Poma Investment Counsel sold 217,901 Tower Semiconductor shares in Q1 2026, an estimated $29.3M.
  • Tower Semiconductor made up 3.46% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #11 holding.
  • Neumeier Poma Investment Counsel first reported a position in Tower Semiconductor in Q4 2019 and has held it in 20 quarters since.
  • Neumeier Poma Investment Counsel's Tower Semiconductor position peaked at $56.5M in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.