Schwartz Investment Counsel’s Tower Semiconductor TSEM Stock Holding History

Schwartz 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 Q2	$28.7M	Sell	110,000 -150,000	-58%	-$35.9M	0.95%	38
2026 Q1	$45.6M	Hold	260,000	–	–	1.62%	19
2025 Q4	$30.5M	Hold	260,000	–	–	1.07%	35
2025 Q3	$18.8M	Buy	+260,000	New	+$14.2M	0.63%	53

Other funds holding TSEM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Schwartz Investment Counsel's TSEM Position: Q2 2026 in Review

Schwartz Investment Counsel reduced its Tower Semiconductor (TSEM) stake by 58% in Q2 2026, selling an estimated $35.9M and leaving 110,000 shares worth $28.7M. The position accounts for 0.95% of the portfolio, ranked #38.

Schwartz Investment Counsel first reported a position in TSEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.6M in Q1 2026. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Schwartz Investment Counsel held 110,000 shares of Tower Semiconductor worth $28.7M as of Q2 2026.
Schwartz Investment Counsel sold 150,000 Tower Semiconductor shares in Q2 2026, an estimated $35.9M.
Tower Semiconductor made up 0.95% of Schwartz Investment Counsel's portfolio in Q2 2026, its #38 holding.
Schwartz Investment Counsel first reported a position in Tower Semiconductor in Q3 2025 and has held it in 4 quarters since.
Schwartz Investment Counsel's Tower Semiconductor position peaked at $45.6M in Q1 2026.
452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.