Crossmark Global Holdings 13F: Cuts TSM Stake by $10M
Key Points
- Crossmark Global Holdings reduced its holdings in Taiwan Semiconductor Manufacturing Company Limited TSM by 8.9% during the period, bringing its total to 223,990 shares.
- Other large investment managers also adjusted their positions in the chipmaker recently, with firms like Trinity Street Asset Management and PineStone Asset Management also trimming their stakes.
- Taiwan Semiconductor shares recently traded around $420.23, down about 2.7% from their closing price of $431.89 on the filing date.
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Crossmark Global Holdings trimmed its position in Taiwan Semiconductor Manufacturing Company Limited TSM by 21,877 shares, according to a Form 13F filing with the SEC on October 21, 2026. The move lowered the firm's holdings by 8.9% compared to the prior period, leaving it with 223,990 shares valued at $102,182,166.
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Taiwan Semiconductor Manufacturing Company Limited
Crossmark Global Holdings vs. the S&P 500
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Other Institutional Activity in Taiwan Semiconductor Manufacturing Company Limited
Other institutional investors made notable adjustments to their Taiwan Semiconductor holdings around the same time. Trinity Street Asset Management reduced its holdings by 75,280 shares, ending with 855,571 shares worth about $390,302,934. PineStone Asset Management trimmed its stake by 328,102 shares to finish with 4,631,892 shares valued at approximately $2,113,571,618. Montrusco Bolton Investments cut its holdings by 111,660 shares, leaving it with 251,239 shares worth about $114,612,719. On the buying side, Euro Pacific Asset Management grew its stake by 117 shares to 2,990 shares valued at about $1,229,573, while Pictet North America Advisors raised its holdings by 2,123 shares to end with 180,906 shares worth roughly $82,527,508.
Taiwan Semiconductor Manufacturing Company Limited Stock Down 1.1%
Taiwan Semiconductor shares recently traded around $420.23, sitting down about 2.7% since the company closed at $431.89 on the filing date.
Recent Earnings
Taiwan Semiconductor reported trailing twelve month revenue of $4,944,817,029,120 alongside earnings of $15.43 per share.
Dividend
The company pays an annual dividend rate of $3.77 per share, offering a dividend yield of 0.87%.
Insider Buying and Selling at Taiwan Semiconductor Manufacturing Company Limited
Company insider Bor-Zen Tien executed four small purchase transactions earlier in the year, acquiring a total of 62 shares across various dates.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. Stifel initiated coverage with a Buy rating and a $515.00 price target on September 2, 2026. Barclays maintained an Overweight rating while lifting its target from $650.00 to $665.00 on October 6, 2026, and later raised it to $670.00 on October 16, 2026. Needham kept a Buy rating while boosting its target from $530.00 to $560.00 on October 15, 2026. DA Davidson maintained a Buy rating with a $500.00 target on October 16, 2026. Overall, the stock carries a consensus rating of strong buy.
About Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Limited manufactures and tests integrated circuits and semiconductor devices for customers around the world. The company operates advanced wafer fabrication plants that produce logic and mixed-signal components for a wide variety of technology hardware.
Bottom Line
Investors will look toward the company's next earnings report on January 14, 2027, for further updates on manufacturing output and financial performance.
Related Filing Alerts
Source: Crossmark Global Holdings's 13F filing on $TSM (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts