Phillips Wealth Planners LLC TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Phillips Wealth Planners LLC  ·  12 quarters on record

AI Ownership Summary

Phillips Wealth Planners LLC reported TAIWAN SEMICONDUCTOR MFG LTD (TSM) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.65% in 2025 Q4. The latest visible filing shows TSM at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phillips Wealth Planners LLC's position in TAIWAN SEMICONDUCTOR MFG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TSM was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSM stock page Phillips Wealth Planners LLC fund profile Phillips Wealth Planners LLC full holdings
How Phillips Wealth Planners LLC held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 2,502 -22 -0.9% 0.65% $816K 2026-02-14 (Est.) $365.33
2025 Q3 REDUCED 5.0% +8.0% ❌ 2,524 -133 -5.0% 0.63% $763K 2025-11-07 $284.93
2025 Q2 ADDED — — — 2,657 +1 +0.0% 0.55% $605K 2025-07-11 $228.41
2025 Q1 REDUCED 10.6% +36.9% ❌ 2,656 -315 -10.6% 0.44% $417K 2025-04-23 $155.88
2024 Q4 REDUCED 5.0% -15.6% ✅ 2,971 -157 -5.0% 0.62% $619K 2025-01-17 $208.10
2024 Q3 ADDED — — — 3,128 +3 +0.1% 0.56% $586K 2024-10-29 $193.16
2024 Q2 REDUCED 7.8% +0.3% ❌ 3,125 -264 -7.8% 0.63% $597K 2024-08-02 $146.44
2024 Q1 REDUCED 15.5% +27.1% ❌ 3,389 -623 -15.5% 0.54% $474K 2024-04-29 $134.92
2023 Q4 REDUCED 9.5% +36.6% ❌ 4,012 -420 -9.5% 0.55% $453K 2024-02-12 $126.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSM

As of 2026 Q1 — sorted by position size

Eurizon Asset Management Slovakia, sprav. spol., a.s. 57.06% Prime Capital Management Co Ltd 3Y 7Y 25.18% Trinity Street Asset Management LLP 3Y 7Y 20.86% Linden Rose Investment LLC 3Y 16.52% Credit Capital Investments LLC 3Y 7Y 16.38% HughesLittle Investment Management Ltd. 15.71% LYNWOOD PRICE CAPITAL MANAGEMENT LP 12.71% PineStone Asset Management Inc. 3Y 12.56% North of South Capital LLP 12.37% Nipun Capital, L.P. 12.29%

FAQ About Phillips Wealth Planners LLC and TSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phillips Wealth Planners LLC reported owning TSM?

Phillips Wealth Planners LLC reported TSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSM position in Phillips Wealth Planners LLC's portfolio?

The largest reported portfolio weight for TSM was 0.65% in 2025 Q4.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2025 Q4, when Phillips Wealth Planners LLC reported 2,502 shares, equal to 0.65% of portfolio, with an estimated market value of $816K.

What does the chart on this TSM ownership page compare?

The chart compares Phillips Wealth Planners LLC's quarterly TSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Phillips Wealth Planners LLC time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, Phillips Wealth Planners LLC correctly timed 5 out of 11 reported position changes (45%).

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