Estate Planners Group’s TSMC TSM Stock Holding History

Estate Planners Group’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	–	Sell	-63	Closed	-$19.2K	–	379
2025 Q4	$19.2K	Buy	+63	New	+$18.5K	0.01%	217

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

Estate Planners Group's TSM Position: Q1 2026 in Review

Estate Planners Group sold out of TSMC (TSM) in Q1 2026, closing a stake of 63 shares — an estimated $19.2K sold.

Estate Planners Group first reported a position in TSM in Q4 2025 and held it in 1 quarter. The position peaked at $19.2K in Q4 2025. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Estate Planners Group reported no remaining TSMC position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 63 TSMC shares in Q1 2026, an estimated $19.2K.
Estate Planners Group first reported a position in TSMC in Q4 2025 and held it in 1 quarter.
Estate Planners Group's TSMC position peaked at $19.2K in Q4 2025.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.