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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return