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Phillips Financial Management’s TSMC TSM Stock Holding History

Phillips Financial 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
2026
Q1 		$283K Buy
838
+135
+19% +$46.5K 0.02% 167
2025
Q4 		$214K Buy
+703
New +$206K 0.01% 199

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Phillips Financial Management's TSM Position: Q1 2026 in Review

Phillips Financial Management increased its TSMC (TSM) stake by 19% in Q1 2026, buying an estimated $46.5K and bringing the position to 838 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #167.

Phillips Financial Management first reported a position in TSM in Q4 2025 and has held it in 2 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Phillips Financial Management held 838 shares of TSMC worth $283K as of Q1 2026.
  • Phillips Financial Management bought 135 TSMC shares in Q1 2026, an estimated $46.5K.
  • TSMC made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #167 holding.
  • Phillips Financial Management first reported a position in TSMC in Q4 2025 and has held it in 2 quarters since.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.