CPL
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Capital & Planning LLC’s TSMC TSM Stock Holding History

Capital & Planning LLC’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
Q1 		$359K Buy
+1,063
New +$366K 0.22% 34
2025
Q1 		– Sell
-401
Closed -$79.2K – 166
2024
Q4 		$79.2K Buy
+401
New +$77.6K 0.06% 44

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital & Planning LLC's TSM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in TSMC (TSM) in Q1 2026: 1,063 shares worth $359K. The stake represents 0.22% of the portfolio and ranks #34 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in TSM as recently as Q4 2024.

Capital & Planning LLC first reported a position in TSM in Q4 2024 and has held it in 2 quarters since. 3,273 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Capital & Planning LLC held 1,063 shares of TSMC worth $359K as of Q1 2026.
  • TSMC was a new Capital & Planning LLC position in Q1 2026.
  • TSMC made up 0.22% of Capital & Planning LLC's portfolio in Q1 2026, its #34 holding.
  • Capital & Planning LLC first reported a position in TSMC in Q4 2024 and has held it in 2 quarters since.
  • 3,273 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.