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 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 $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

Next Level Wealth Planning's TSM Position: Q1 2026 in Review

Next Level Wealth Planning increased its TSMC (TSM) stake by 10% in Q1 2026, buying an estimated $70.2K and bringing the position to 2,187 shares worth $739K. The position accounts for 0.38% of the portfolio, ranked #24.

Next Level Wealth Planning first reported a position in TSM in Q4 2024 and has held it in 6 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Next Level Wealth Planning held 2,187 shares of TSMC worth $739K as of Q1 2026.
Next Level Wealth Planning bought 204 TSMC shares in Q1 2026, an estimated $70.2K.
TSMC made up 0.38% of Next Level Wealth Planning's portfolio in Q1 2026, its #24 holding.
Next Level Wealth Planning first reported a position in TSMC in Q4 2024 and has held it in 6 quarters since.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.