Next Level Wealth Planning’s TSMC TSM Stock Holding History

Next Level Wealth 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 Q2	$1.04M	Hold	2,187	–	–	0.46%	18
2026 Q1	$739K	Buy	2,187 +204	+10%	+$70.2K	0.38%	24
2025 Q4	$603K	Hold	1,983	–	–	0.32%	26
2025 Q3	$554K	Buy	1,983 +3	+0.2%	+$734	0.31%	27
2025 Q2	$448K	Buy	1,980 +80	+4%	+$14.8K	0.29%	28
2025 Q1	$315K	Sell	1,900 -20	-1%	-$3.89K	0.24%	34
2024 Q4	$379K	Buy	+1,920	New	+$372K	0.3%	29

Other funds holding TSM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Next Level Wealth Planning's TSM Position: Q2 2026 in Review

Next Level Wealth Planning held its TSMC (TSM) position steady in Q2 2026 at 2,187 shares worth $1.04M. The position accounts for 0.46% of the portfolio, ranked #18.

Next Level Wealth Planning first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 3,573 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Next Level Wealth Planning held 2,187 shares of TSMC worth $1.04M as of Q2 2026.
Next Level Wealth Planning left its TSMC share count unchanged in Q2 2026.
TSMC made up 0.46% of Next Level Wealth Planning's portfolio in Q2 2026, its #18 holding.
Next Level Wealth Planning first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
3,573 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.