WealthPlan Investment Management’s TSMC TSM Stock Holding History

WealthPlan Investment 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
2026 Q2	$2.01M	Buy	4,219 +162	+4%	+$65.7K	0.1%	165
2026 Q1	$1.37M	Buy	4,057 +263	+7%	+$90.5K	0.08%	185
2025 Q4	$1.15M	Sell	3,794 -126	-3%	-$37K	0.07%	186
2025 Q3	$1.09M	Sell	3,920 -26	-0.7%	-$6.36K	0.07%	174
2025 Q2	$894K	Buy	3,946 +2,099	+114%	+$389K	0.07%	184
2025 Q1	$307K	Buy	1,847 +57	+3%	+$11.1K	0.03%	220
2024 Q4	$354K	Buy	1,790 +541	+43%	+$105K	0.03%	206
2024 Q3	$217K	Buy	+1,249	New	+$213K	0.02%	235
2023 Q3	–	Sell	-150	Closed	-$15.1K	–	340
2023 Q2	$15.1K	Buy	+150	New	+$14K	﹤0.01%	262

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPlan Investment Management's TSM Position: Q2 2026 in Review

WealthPlan Investment Management increased its TSMC (TSM) stake by 4% in Q2 2026, buying an estimated $65.7K and bringing the position to 4,219 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #165.

WealthPlan Investment Management first reported a position in TSM in Q2 2023 and has held it in 9 quarters since. 3,552 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

WealthPlan Investment Management held 4,219 shares of TSMC worth $2.01M as of Q2 2026.
WealthPlan Investment Management bought 162 TSMC shares in Q2 2026, an estimated $65.7K.
TSMC made up 0.1% of WealthPlan Investment Management's portfolio in Q2 2026, its #165 holding.
WealthPlan Investment Management first reported a position in TSMC in Q2 2023 and has held it in 9 quarters since.
3,552 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.