CM Wealth Advisors’s Texas Instruments TXN Stock Holding History

CM Wealth Advisors’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	$551K	Sell	1,847 -509	-22%	-$141K	0.1%	92
2026 Q1	$457K	Sell	2,356 -294	-11%	-$59.5K	0.1%	85
2025 Q4	$460K	Buy	+2,650	New	+$454K	0.1%	82
2024 Q2	–	Sell	-2,351	Closed	-$433K	–	171
2024 Q1	$433K	Buy	+2,351	New	+$392K	0.12%	88
2023 Q3	–	Sell	-1,605	Closed	-$288K	–	167
2023 Q2	$288K	Sell	1,605 -7,036	-81%	-$1.21M	0.09%	107
2023 Q1	$1.42M	Buy	+8,641	New	+$1.52M	0.28%	87

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

CM Wealth Advisors's TXN Position: Q2 2026 in Review

CM Wealth Advisors reduced its Texas Instruments (TXN) stake by 22% in Q2 2026, selling an estimated $141K and leaving 1,847 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #92.

CM Wealth Advisors first reported a position in TXN in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.42M in Q1 2023. 2,855 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

CM Wealth Advisors held 1,847 shares of Texas Instruments worth $551K as of Q2 2026.
CM Wealth Advisors sold 509 Texas Instruments shares in Q2 2026, an estimated $141K.
Texas Instruments made up 0.1% of CM Wealth Advisors's portfolio in Q2 2026, its #92 holding.
CM Wealth Advisors first reported a position in Texas Instruments in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's Texas Instruments position peaked at $1.42M in Q1 2023.
2,855 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.