Litman Gregory Wealth Management’s TSMC TSM Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$15.6M	Sell	51,191 -728	-1%	-$214K	1.14%	25
2025 Q3	$14.5M	Sell	51,919 -2,063	-4%	-$504K	1.08%	23
2025 Q2	$12.2M	Sell	53,982 -1,697	-3%	-$314K	0.96%	28
2025 Q1	$9.24M	Sell	55,679 -581	-1%	-$113K	0.79%	32
2024 Q4	$11.1M	Sell	56,260 -3,337	-6%	-$646K	0.96%	31
2024 Q3	$10.4M	Sell	59,597 -749	-1%	-$128K	0.87%	32
2024 Q2	$10.5M	Sell	60,346 -556	-0.9%	-$84.3K	0.93%	31
2024 Q1	$8.29M	Sell	60,902 -4,166	-6%	-$517K	0.75%	34
2023 Q4	$6.77M	Sell	65,068 -7,036	-10%	-$671K	0.64%	34
2023 Q3	$6.27M	Buy	+72,104	New	+$6.82M	0.65%	33

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's TSM Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its TSMC (TSM) stake by 1.4% in Q4 2025, selling an estimated $214K and leaving 51,191 shares worth $15.6M. The position accounts for 1.14% of the portfolio, ranked #25.

Litman Gregory Wealth Management first reported a position in TSM in Q3 2023 and has held it in 10 quarters since. 3,120 funds tracked by Wall St. Rank hold TSM as of Q4 2025.

Litman Gregory Wealth Management held 51,191 shares of TSMC worth $15.6M as of Q4 2025.
Litman Gregory Wealth Management sold 728 TSMC shares in Q4 2025, an estimated $214K.
TSMC made up 1.14% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #25 holding.
Litman Gregory Wealth Management first reported a position in TSMC in Q3 2023 and has held it in 10 quarters since.
3,120 funds tracked by Wall St. Rank held TSMC as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.