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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CM Wealth Advisors's TXN Position: Q1 2026 in Review

CM Wealth Advisors reduced its Texas Instruments (TXN) stake by 11% in Q1 2026, selling an estimated $59.5K and leaving 2,356 shares worth $457K. The position accounts for 0.1% of the portfolio, ranked #85.

CM Wealth Advisors first reported a position in TXN in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.42M in Q1 2023. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

CM Wealth Advisors held 2,356 shares of Texas Instruments worth $457K as of Q1 2026.
CM Wealth Advisors sold 294 Texas Instruments shares in Q1 2026, an estimated $59.5K.
Texas Instruments made up 0.1% of CM Wealth Advisors's portfolio in Q1 2026, its #85 holding.
CM Wealth Advisors first reported a position in Texas Instruments in Q1 2023 and has held it in 5 quarters since.
CM Wealth Advisors's Texas Instruments position peaked at $1.42M in Q1 2023.
2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.