Transform Wealth’s TSMC TSM Stock Holding History

Transform Wealth’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 Q1	$3.37M	Buy	20,248 +182	+0.9%	+$35.4K	0.2%	88
2024 Q4	$3.97M	Buy	20,066 +2,117	+12%	+$410K	0.22%	89
2024 Q3	$3.13M	Buy	+17,949	New	+$3.06M	0.21%	85
2022 Q2	–	Sell	-12,626	Closed	-$1.32M	–	225
2022 Q1	$1.32M	Sell	12,626 -17	-0.1%	-$1.99K	0.15%	97
2021 Q4	$1.52M	Sell	12,643 -7	-0.1%	-$820	0.16%	93
2021 Q3	$1.41M	Buy	12,650 +1,401	+12%	+$164K	0.16%	98
2021 Q2	$1.35M	Buy	+11,249	New	+$1.32M	0.17%	108
2020 Q4	–	Sell	-11,118	Closed	-$901K	–	226
2020 Q3	$901K	Buy	11,118 +15	+0.1%	+$1.14K	0.15%	106
2020 Q2	$630K	Buy	11,103 +4,815	+77%	+$254K	0.11%	130
2020 Q1	$301K	Hold	6,288	–	–	0.06%	171
2019 Q4	$365K	Buy	+6,288	New	+$334K	0.06%	174

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Transform Wealth's TSM Position: Q1 2025 in Review

Transform Wealth increased its TSMC (TSM) stake by 0.91% in Q1 2025, buying an estimated $35.4K and bringing the position to 20,248 shares worth $3.37M. The position accounts for 0.2% of the portfolio, ranked #88.

Transform Wealth first reported a position in TSM in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.97M in Q4 2024. 2,440 funds tracked by Wall St. Rank hold TSM as of Q1 2025.

Transform Wealth held 20,248 shares of TSMC worth $3.37M as of Q1 2025.
Transform Wealth bought 182 TSMC shares in Q1 2025, an estimated $35.4K.
TSMC made up 0.2% of Transform Wealth's portfolio in Q1 2025, its #88 holding.
Transform Wealth first reported a position in TSMC in Q4 2019 and has held it in 11 quarters since.
Transform Wealth's TSMC position peaked at $3.97M in Q4 2024.
2,440 funds tracked by Wall St. Rank held TSMC as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.