Mark Sheptoff Financial Planning’s TSMC TSM Stock Holding History

Mark Sheptoff Financial 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	$75.7K	Sell	192 -132	-41%	-$45.4K	0.04%	152
2025 Q4	$98.5K	Hold	324	–	–	0.05%	145
2025 Q3	$90.5K	Buy	324 +30	+10%	+$7.34K	0.04%	148
2025 Q2	$66.6K	Sell	294 -170	-37%	-$31.5K	0.04%	161
2025 Q1	$77K	Sell	464 -340	-42%	-$66.1K	0.04%	138
2024 Q4	$159K	Hold	804	–	–	0.09%	101
2024 Q3	$140K	Sell	804 -175	-18%	-$29.8K	0.07%	107
2024 Q2	$170K	Buy	979 +475	+94%	+$72.1K	0.1%	101
2024 Q1	$68.6K	Hold	504	–	–	0.04%	153
2023 Q4	$52.4K	Hold	504	–	–	0.03%	156
2023 Q3	$43.8K	Hold	504	–	–	0.03%	159
2023 Q2	$50.9K	Hold	504	–	–	0.03%	164
2023 Q1	$46.9K	Hold	504	–	–	0.03%	155
2022 Q4	$37.5K	Hold	504	–	–	0.02%	165
2022 Q3	$35K	Hold	504	–	–	0.02%	166
2022 Q2	$41K	Sell	504 -150	-23%	-$13.9K	0.02%	170
2022 Q1	$68K	Buy	654 +150	+30%	+$17.5K	0.03%	154
2021 Q4	$61K	Hold	504	–	–	0.03%	169
2021 Q3	$56K	Sell	504 -50	-9%	-$5.87K	0.03%	170
2021 Q2	$67K	Hold	554	–	–	0.04%	162
2021 Q1	$66K	Sell	554 -200	-27%	-$24.8K	0.04%	147
2020 Q4	$82K	Buy	754 +250	+50%	+$23.7K	0.05%	136
2020 Q3	$41K	Hold	504	–	–	0.03%	155
2020 Q2	$29K	Hold	504	–	–	0.02%	177
2020 Q1	$24K	Hold	504	–	–	0.02%	172
2019 Q4	$29K	Hold	504	–	–	0.02%	189
2019 Q3	$23K	Hold	504	–	–	0.02%	198
2019 Q2	$20K	Hold	504	–	–	0.01%	212
2019 Q1	$21K	Hold	504	–	–	0.02%	210
2018 Q4	$19K	Hold	504	–	–	0.02%	194
2018 Q3	$22K	Hold	504	–	–	0.02%	231
2018 Q2	$18K	Hold	504	–	–	0.01%	231
2018 Q1	$22K	Hold	504	–	–	0.02%	227
2017 Q4	$20K	Hold	504	–	–	0.01%	237
2017 Q3	$19K	Hold	504	–	–	0.01%	244
2017 Q2	$18K	Sell	504 -1	-0.2%	-$35	0.01%	236
2017 Q1	$17K	Buy	505 +1	+0.2%	+$31	0.01%	246
2016 Q4	$14K	Hold	504	–	–	0.01%	250
2016 Q3	$15K	Hold	504	–	–	0.01%	240
2016 Q2	$13K	Hold	504	–	–	0.01%	237
2016 Q1	$13K	Hold	504	–	–	0.01%	236
2015 Q4	$11K	Hold	504	–	–	0.01%	273
2015 Q3	$10K	Hold	504	–	–	0.01%	253
2015 Q2	$11K	Hold	504	–	–	0.01%	267
2015 Q1	$12K	Hold	504	–	–	0.01%	256
2014 Q4	$11K	Hold	504	–	–	0.01%	263
2014 Q3	$10K	Hold	504	–	–	0.01%	270
2014 Q2	$11K	Hold	504	–	–	0.01%	271
2014 Q1	$10K	Buy	+504	New	+$9.03K	0.01%	283

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

Mark Sheptoff Financial Planning's TSM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its TSMC (TSM) stake by 41% in Q1 2026, selling an estimated $45.4K and leaving 192 shares worth $75.7K. The position accounts for 0.04% of the portfolio, ranked #152.

Mark Sheptoff Financial Planning first reported a position in TSM in Q1 2014 and has held it in 49 quarters since. The position peaked at $170K in Q2 2024. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Mark Sheptoff Financial Planning held 192 shares of TSMC worth $75.7K as of Q1 2026.
Mark Sheptoff Financial Planning sold 132 TSMC shares in Q1 2026, an estimated $45.4K.
TSMC made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #152 holding.
Mark Sheptoff Financial Planning first reported a position in TSMC in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's TSMC position peaked at $170K in Q2 2024.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.