CPL
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Capital & Planning LLC’s Texas Instruments TXN Stock Holding History

Capital & Planning LLC’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 		$7.45M Buy
24,996
+3,633
+17% +$1.01M 3.85% 8
2026
Q1 		$4.15M Buy
+21,363
New +$4.33M 2.52% 14
2025
Q4 		– Sell
-13,617
Closed -$2.5M – 33
2025
Q3 		$2.5M Buy
13,617
+10,168
+295% +$1.99M 1.55% 17
2025
Q2 		$716K Buy
+3,449
New +$612K 0.49% 28

Other funds holding TXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital & Planning LLC's TXN Position: Q2 2026 in Review

Capital & Planning LLC increased its Texas Instruments (TXN) stake by 17% in Q2 2026, buying an estimated $1.01M and bringing the position to 24,996 shares worth $7.45M. The position accounts for 3.85% of the portfolio, ranked #8.

Capital & Planning LLC first reported a position in TXN in Q2 2025 and has held it in 4 quarters since. 2,867 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Capital & Planning LLC held 24,996 shares of Texas Instruments worth $7.45M as of Q2 2026.
  • Capital & Planning LLC bought 3,633 Texas Instruments shares in Q2 2026, an estimated $1.01M.
  • Texas Instruments made up 3.85% of Capital & Planning LLC's portfolio in Q2 2026, its #8 holding.
  • Capital & Planning LLC first reported a position in Texas Instruments in Q2 2025 and has held it in 4 quarters since.
  • 2,867 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.