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Strategic Planning Inc’s TSMC TSM Stock Holding History

Strategic Planning Inc’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 		$3.83M Sell
11,332
-126
-1% -$43.4K 1.92% 19
2025
Q4 		$3.48M Sell
11,458
-8
-0.1% -$2.35K 1.88% 17
2025
Q3 		$3.2M Buy
11,466
+10
+0.1% +$2.44K 1.85% 20
2025
Q2 		$2.59M Sell
11,456
-188
-2% -$34.8K 1.55% 26
2025
Q1 		$1.93M Buy
+11,644
New +$2.26M 1.09% 30

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

Strategic Planning Inc's TSM Position: Q1 2026 in Review

Strategic Planning Inc reduced its TSMC (TSM) stake by 1.1% in Q1 2026, selling an estimated $43.4K and leaving 11,332 shares worth $3.83M. The position accounts for 1.92% of the portfolio, ranked #19.

Strategic Planning Inc first reported a position in TSM in Q1 2025 and has held it in 5 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Strategic Planning Inc held 11,332 shares of TSMC worth $3.83M as of Q1 2026.
  • Strategic Planning Inc sold 126 TSMC shares in Q1 2026, an estimated $43.4K.
  • TSMC made up 1.92% of Strategic Planning Inc's portfolio in Q1 2026, its #19 holding.
  • Strategic Planning Inc first reported a position in TSMC in Q1 2025 and has held it in 5 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.