Capital Wealth Planning’s TSMC TSM Stock Holding History

Capital 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 Q1	$42.4M	Buy	125,558 +40,639	+48%	+$14M	0.23%	34
2025 Q4	$27.1M	Buy	84,919 +23,220	+38%	+$6.81M	0.18%	35
2025 Q3	$17.2M	Buy	61,699 +9,749	+19%	+$2.38M	0.12%	33
2025 Q2	$11.8M	Buy	51,950 +14,300	+38%	+$2.65M	0.09%	30
2025 Q1	$6.25M	Buy	37,650 +18,326	+95%	+$3.56M	0.05%	39
2024 Q4	$3.82M	Buy	19,324 +11,701	+153%	+$2.26M	0.04%	52
2024 Q3	$1.32M	Sell	7,623 -1,174	-13%	-$200K	0.01%	88
2024 Q2	$1.53M	Buy	8,797 +735	+9%	+$111K	0.02%	84
2024 Q1	$1.1M	Sell	8,062 -14,514	-64%	-$1.8M	0.01%	85
2023 Q4	$2.35M	Buy	22,576 +11,098	+97%	+$1.06M	0.03%	52
2023 Q3	$997K	Buy	11,478 +5,642	+97%	+$534K	0.01%	63
2023 Q2	$589K	Buy	5,836 +1,156	+25%	+$108K	0.01%	81
2023 Q1	$435K	Buy	+4,680	New	+$420K	0.01%	102

Other funds holding TSM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return