TWPM
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Total Wealth Planning & Management’s TSMC TSM Stock Holding History

Total Wealth Planning & 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
2025
Q2 		$905K Hold
3,996
– – 0.73% 33
2025
Q1 		$663K Buy
3,996
+260
+7% +$50.5K 0.63% 43
2024
Q4 		$738K Buy
+3,736
New +$723K 0.67% 34

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Wealth Planning & Management's TSM Position: Q2 2025 in Review

Total Wealth Planning & Management held its TSMC (TSM) position steady in Q2 2025 at 3,996 shares worth $905K. The position accounts for 0.73% of the portfolio, ranked #33.

Total Wealth Planning & Management first reported a position in TSM in Q4 2024 and has held it in 3 quarters since. 2,640 funds tracked by Wall St. Rank hold TSM as of Q2 2025.

  • Total Wealth Planning & Management held 3,996 shares of TSMC worth $905K as of Q2 2025.
  • Total Wealth Planning & Management left its TSMC share count unchanged in Q2 2025.
  • TSMC made up 0.73% of Total Wealth Planning & Management's portfolio in Q2 2025, its #33 holding.
  • Total Wealth Planning & Management first reported a position in TSMC in Q4 2024 and has held it in 3 quarters since.
  • 2,640 funds tracked by Wall St. Rank held TSMC as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.