9WM
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9258 Wealth Management’s Texas Instruments TXN Stock Holding History

9258 Wealth Management’s Portfolio TXN Stock Details TXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$531K Buy
2,573
+42
+2% +$8.44K 0.08% 193
2024
Q2 		$492K Sell
2,531
-132
-5% -$24.4K 0.08% 191
2024
Q1 		$464K Sell
2,663
-474
-15% -$79K 0.07% 205
2023
Q4 		$535K Sell
3,137
-299
-9% -$46.3K 0.09% 175
2023
Q3 		$546K Buy
3,436
+192
+6% +$32.8K 0.11% 166
2023
Q2 		$584K Sell
3,244
-132
-4% -$22.7K 0.11% 161
2023
Q1 		$628K Buy
3,376
+105
+3% +$18.5K 0.13% 147
2022
Q4 		$540K Sell
3,271
-490
-13% -$81.7K 0.12% 164
2022
Q3 		$582K Sell
3,761
-486
-11% -$81.5K 0.15% 149
2022
Q2 		$653K Sell
4,247
-196
-4% -$33K 0.17% 144
2022
Q1 		$815K Buy
4,443
+121
+3% +$21.3K 0.19% 133
2021
Q4 		$815K Sell
4,322
-83
-2% -$15.9K 0.19% 132
2021
Q3 		$847K Buy
4,405
+310
+8% +$59.1K 0.23% 109
2021
Q2 		$788K Buy
4,095
+446
+12% +$83.6K 0.21% 117
2021
Q1 		$690K Buy
3,649
+249
+7% +$43.3K 0.21% 123
2020
Q4 		$558K Buy
3,400
+402
+13% +$62.5K 0.18% 138
2020
Q3 		$433K Buy
2,998
+625
+26% +$84.9K 0.16% 152
2020
Q2 		$301K Sell
2,373
-104
-4% -$12.1K 0.12% 202
2020
Q1 		$287K Buy
2,477
+366
+17% +$43.9K 0.13% 194
2019
Q4 		$271K Buy
+2,111
New +$261K 0.1% 230

Other funds holding TXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

9258 Wealth Management's TXN Position: Q3 2024 in Review

9258 Wealth Management increased its Texas Instruments (TXN) stake by 1.7% in Q3 2024, buying an estimated $8.44K and bringing the position to 2,573 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #193.

9258 Wealth Management first reported a position in TXN in Q4 2019 and has held it in 20 quarters since. The position peaked at $847K in Q3 2021. 2,277 funds tracked by Wall St. Rank hold TXN as of Q3 2024.

  • 9258 Wealth Management held 2,573 shares of Texas Instruments worth $531K as of Q3 2024.
  • 9258 Wealth Management bought 42 Texas Instruments shares in Q3 2024, an estimated $8.44K.
  • Texas Instruments made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #193 holding.
  • 9258 Wealth Management first reported a position in Texas Instruments in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's Texas Instruments position peaked at $847K in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Texas Instruments as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.