Bernardo Wealth Planning’s TSMC TSM Stock Holding History

Bernardo Wealth Planning’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	$877K	Hold	1,837	–	–	0.15%	61
2026 Q1	$621K	Sell	1,837 -38	-2%	-$13.1K	0.12%	71
2025 Q4	$570K	Hold	1,875	–	–	0.11%	73
2025 Q3	$524K	Hold	1,875	–	–	0.1%	72
2025 Q2	$425K	Sell	1,875 -3	-0.2%	-$556	0.09%	76
2025 Q1	$312K	Sell	1,878 -100	-5%	-$19.4K	0.07%	88
2024 Q4	$412K	Hold	1,978	–	–	0.1%	74
2024 Q3	$407K	Buy	1,978 +102	+5%	+$17.4K	0.1%	73
2024 Q2	$326K	Buy	1,876 +50	+3%	+$7.58K	0.09%	73
2024 Q1	$248K	Buy	+1,826	New	+$227K	0.07%	88
2022 Q2	–	Sell	-1,926	Closed	-$200K	–	94
2022 Q1	$200K	Sell	1,926 -50	-3%	-$5.85K	0.1%	86
2021 Q4	$237K	Hold	1,976	–	–	0.12%	74
2021 Q3	$220K	Hold	1,976	–	–	0.13%	70
2021 Q2	$237K	Hold	1,976	–	–	0.14%	70
2021 Q1	$233K	Sell	1,976 -444	-18%	-$55K	0.15%	66
2020 Q4	$263K	Buy	+2,420	New	+$230K	0.1%	147

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

Bernardo Wealth Planning's TSM Position: Q2 2026 in Review

Bernardo Wealth Planning held its TSMC (TSM) position steady in Q2 2026 at 1,837 shares worth $877K. The position accounts for 0.15% of the portfolio, ranked #61.

Bernardo Wealth Planning first reported a position in TSM in Q4 2020 and has held it in 16 quarters since. 3,569 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Bernardo Wealth Planning held 1,837 shares of TSMC worth $877K as of Q2 2026.
Bernardo Wealth Planning left its TSMC share count unchanged in Q2 2026.
TSMC made up 0.15% of Bernardo Wealth Planning's portfolio in Q2 2026, its #61 holding.
Bernardo Wealth Planning first reported a position in TSMC in Q4 2020 and has held it in 16 quarters since.
3,569 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.