Cambiar Investors’s Texas Instruments TXN Stock Holding History

Cambiar Investors’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 Q2	$42.8M	Sell	143,704 -130,797	-48%	-$36.3M	1.86%	21
2026 Q1	$53.3M	Sell	274,501 -41,461	-13%	-$8.39M	2.47%	11
2025 Q4	$54.8M	Buy	315,962 +78,985	+33%	+$13.5M	2.45%	8
2025 Q3	$43.5M	Buy	236,977 +21,548	+10%	+$4.21M	1.98%	23
2025 Q2	$44.7M	Sell	215,429 -91,052	-30%	-$16.2M	1.88%	20
2025 Q1	$55.1M	Sell	306,481 -5,163	-2%	-$967K	2.33%	8
2024 Q4	$58.4M	Buy	311,644 +26,177	+9%	+$5.23M	2.32%	9
2024 Q3	$59M	Sell	285,467 -49,195	-15%	-$9.89M	2.27%	9
2024 Q2	$65.1M	Sell	334,662 -6,334	-2%	-$1.17M	2.55%	1
2024 Q1	$59.4M	Buy	340,996 +14,915	+5%	+$2.49M	2.21%	6
2023 Q4	$55.6M	Buy	326,081 +88,429	+37%	+$13.7M	2.19%	8
2023 Q3	$37.8M	Buy	237,652 +98,152	+70%	+$16.7M	1.61%	27
2023 Q2	$25.1M	Buy	+139,500	New	+$24M	1.06%	41

Other funds holding TXN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cambiar Investors's TXN Position: Q2 2026 in Review

Cambiar Investors reduced its Texas Instruments (TXN) stake by 48% in Q2 2026, selling an estimated $36.3M and leaving 143,704 shares worth $42.8M. The position accounts for 1.86% of the portfolio, ranked #21.

Cambiar Investors first reported a position in TXN in Q2 2023 and has held it in 13 quarters since. The position peaked at $65.1M in Q2 2024. 2,843 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

Cambiar Investors held 143,704 shares of Texas Instruments worth $42.8M as of Q2 2026.
Cambiar Investors sold 130,797 Texas Instruments shares in Q2 2026, an estimated $36.3M.
Texas Instruments made up 1.86% of Cambiar Investors's portfolio in Q2 2026, its #21 holding.
Cambiar Investors first reported a position in Texas Instruments in Q2 2023 and has held it in 13 quarters since.
Cambiar Investors's Texas Instruments position peaked at $65.1M in Q2 2024.
2,843 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.