SEC 13F Intelligence

Stone Summit Wealth LLC / TSM

Stone Summit Wealth LLC’s Taiwan Semiconductor Manufac Position

Does Stone Summit Wealth LLC own Taiwan Semiconductor Manufac (TSM)? Yes16.9K shares worth $6M (+1.59% of its 13F portfolio) as of Q1 2026, down from 18.4K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
16.9K
% of Portfolio
+1.59%
Quarters Held
18
currently held

Position History TSM

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $6MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.9K$6M+1.59%
Q4 202518.4K$6M+1.51%
Q3 202519.3K$5M+1.53%
Q2 202520.2K$5M+1.42%
Q1 202520.0K$3M+1.12%
Q4 202420.5K$4M+1.36%
Q3 202421.4K$4M+1.20%
Q2 202421.6K$4M+1.35%
Q1 202421.7K$3M+1.03%
Q4 202321.9K$2M+0.87%
Q3 202322.7K$2M+0.84%
Q2 202323.4K$2M+0.98%
Q1 202322.8K$2M+0.94%
Q4 202223.0K$2M+0.84%
Q3 202221.9K$2M+0.92%
Q2 202220.4K$2M+1.00%
Q1 202219.1K$2M+1.10%
Q4 202113.8K$2M+1.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of TSM.