Phillips Wealth Planners’s TSMC TSM Stock Holding History

Phillips Wealth Planners’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	$731K	Sell	1,807 -695	-28%	-$239K	0.55%	50
2025 Q4	$816K	Sell	2,502 -22	-0.9%	-$6.46K	0.65%	48
2025 Q3	$763K	Sell	2,524 -133	-5%	-$32.5K	0.63%	46
2025 Q2	$605K	Buy	2,657 +1	+0%	+$185	0.55%	60
2025 Q1	$417K	Sell	2,656 -315	-11%	-$61.2K	0.44%	75
2024 Q4	$619K	Sell	2,971 -157	-5%	-$30.4K	0.62%	48
2024 Q3	$586K	Buy	3,128 +3	+0.1%	+$511	0.56%	51
2024 Q2	$597K	Sell	3,125 -264	-8%	-$40K	0.63%	43
2024 Q1	$474K	Sell	3,389 -623	-16%	-$77.4K	0.54%	60
2023 Q4	$453K	Sell	4,012 -420	-9%	-$40.1K	0.55%	61
2023 Q3	$412K	Sell	4,432 -56	-1%	-$5.29K	0.56%	63
2023 Q2	$453K	Sell	4,488 -751	-14%	-$69.9K	0.59%	59
2023 Q1	$440K	Buy	+5,239	New	+$470K	0.58%	57

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

Phillips Wealth Planners's TSM Position: Q1 2026 in Review

Phillips Wealth Planners reduced its TSMC (TSM) stake by 28% in Q1 2026, selling an estimated $239K and leaving 1,807 shares worth $731K. The position accounts for 0.55% of the portfolio, ranked #50.

Phillips Wealth Planners first reported a position in TSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $816K in Q4 2025. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Phillips Wealth Planners held 1,807 shares of TSMC worth $731K as of Q1 2026.
Phillips Wealth Planners sold 695 TSMC shares in Q1 2026, an estimated $239K.
TSMC made up 0.55% of Phillips Wealth Planners's portfolio in Q1 2026, its #50 holding.
Phillips Wealth Planners first reported a position in TSMC in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's TSMC position peaked at $816K in Q4 2025.
3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.