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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
Q2 		$793K Buy
1,833
+26
+1% +$10.6K 0.58% 49
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phillips Wealth Planners's TSM Position: Q2 2026 in Review

Phillips Wealth Planners increased its TSMC (TSM) stake by 1.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,833 shares worth $793K. The position accounts for 0.58% of the portfolio, ranked #49.

Phillips Wealth Planners first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $816K in Q4 2025. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Phillips Wealth Planners held 1,833 shares of TSMC worth $793K as of Q2 2026.
  • Phillips Wealth Planners bought 26 TSMC shares in Q2 2026, an estimated $10.6K.
  • TSMC made up 0.58% of Phillips Wealth Planners's portfolio in Q2 2026, its #49 holding.
  • Phillips Wealth Planners first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's TSMC position peaked at $816K in Q4 2025.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.