Creative Planning’s TSMC TSM Stock Holding History

Creative 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
2024 Q2	–	Sell	-15,000	Closed	-$698K	–	3174
2024 Q1	$698K	Hold	15,000	–	–	﹤0.01%	1599
2023 Q4	$284K	Hold	15,000	–	–	﹤0.01%	2127
2023 Q3	$151K	Buy	+15,000	New	+$1.42M	﹤0.01%	2315
2023 Q1	–	Sell	-1,000	Closed	-$228	–	2779
2022 Q4	$228	Buy	+1,000	New	+$72.3K	﹤0.01%	2464
2021 Q2	–	Sell	-9,200	Closed	-$137K	–	2563
2021 Q1	$137K	Buy	9,200 +2,300	+33%	+$285K	﹤0.01%	2185
2020 Q4	$111K	Hold	6,900	–	–	﹤0.01%	2014
2020 Q3	$42K	Buy	+6,900	New	+$524K	﹤0.01%	1920

Other funds holding TSM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Creative Planning's TSM Position: Q1 2026 in Review

Creative Planning increased its TSMC (TSM) stake by 5.4% in Q1 2026, buying an estimated $11.3M and bringing the position to 638,516 shares worth $216M. The position accounts for 0.15% of the portfolio, ranked #73.

Creative Planning first reported a position in TSM in Q2 2013 and has held it in 52 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Creative Planning held 638,516 shares of TSMC worth $216M as of Q1 2026.
Creative Planning bought 32,863 TSMC shares in Q1 2026, an estimated $11.3M.
TSMC made up 0.15% of Creative Planning's portfolio in Q1 2026, its #73 holding.
Creative Planning first reported a position in TSMC in Q2 2013 and has held it in 52 quarters since.
3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.