BFG
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Berger Financial Group’s Texas Instruments TXN Stock Holding History

Berger Financial Group’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
2026
Q1 		$223K Sell
1,147
-73
-6% -$14.8K 0.01% 436
2025
Q4 		$212K Sell
1,220
-9
-0.7% -$1.54K 0.01% 440
2025
Q3 		$226K Buy
1,229
+68
+6% +$13.3K 0.01% 406
2025
Q2 		$241K Sell
1,161
-12
-1% -$2.13K 0.02% 374
2025
Q1 		$211K Sell
1,173
-293
-20% -$54.9K 0.01% 402
2024
Q4 		$275K Sell
1,466
-194
-12% -$38.8K 0.02% 334
2024
Q3 		$343K Sell
1,660
-19
-1% -$3.82K 0.02% 283
2024
Q2 		$327K Sell
1,679
-38
-2% -$7.02K 0.03% 268
2024
Q1 		$299K Sell
1,717
-25,487
-94% -$4.25M 0.02% 279
2023
Q4 		$4.64M Buy
27,204
+340
+1% +$52.7K 0.48% 63
2023
Q3 		$4.27M Buy
26,864
+342
+1% +$58.4K 0.49% 65
2023
Q2 		$4.77M Sell
26,522
-700
-3% -$121K 0.54% 49
2023
Q1 		$5.06M Buy
27,222
+1,886
+7% +$332K 0.61% 37
2022
Q4 		$4.19M Buy
25,336
+967
+4% +$161K 0.55% 57
2022
Q3 		$3.77M Buy
24,369
+1,171
+5% +$196K 0.55% 53
2022
Q2 		$3.56M Buy
+23,198
New +$3.9M 0.52% 57

Other funds holding TXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berger Financial Group's TXN Position: Q1 2026 in Review

Berger Financial Group reduced its Texas Instruments (TXN) stake by 6% in Q1 2026, selling an estimated $14.8K and leaving 1,147 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #436.

Berger Financial Group first reported a position in TXN in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.06M in Q1 2023. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Berger Financial Group held 1,147 shares of Texas Instruments worth $223K as of Q1 2026.
  • Berger Financial Group sold 73 Texas Instruments shares in Q1 2026, an estimated $14.8K.
  • Texas Instruments made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #436 holding.
  • Berger Financial Group first reported a position in Texas Instruments in Q2 2022 and has held it in 16 quarters since.
  • Berger Financial Group's Texas Instruments position peaked at $5.06M in Q1 2023.
  • 2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.