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Congress Wealth Management’s Texas Instruments TXN Stock Holding History

Congress Wealth Management’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
2025
Q2 		$4.25M Buy
20,488
+2,352
+13% +$418K 0.04% 422
2025
Q1 		$3.27M Buy
18,136
+3,618
+25% +$677K 0.04% 395
2024
Q4 		$2.72M Sell
14,518
-1,061
-7% -$212K 0.04% 366
2024
Q3 		$3.22M Buy
15,579
+9,751
+167% +$1.96M 0.04% 359
2024
Q2 		$1.13M Sell
5,828
-2,873
-33% -$531K 0.02% 410
2024
Q1 		$1.52M Buy
8,701
+159
+2% +$26.5K 0.03% 342
2023
Q4 		$1.46M Buy
8,542
+5,459
+177% +$846K 0.03% 349
2023
Q3 		$490K Buy
3,083
+216
+8% +$36.9K 0.01% 462
2023
Q2 		$516K Buy
2,867
+1,075
+60% +$185K 0.01% 412
2023
Q1 		$333K Sell
1,792
-198
-10% -$34.8K 0.01% 471
2022
Q4 		$329K Sell
1,990
-294
-13% -$49K 0.01% 462
2022
Q3 		$353K Sell
2,284
-17
-0.7% -$2.85K 0.01% 446
2022
Q2 		$354K Sell
2,301
-86
-4% -$14.5K 0.01% 448
2022
Q1 		$438K Sell
2,387
-102
-4% -$18K 0.01% 457
2021
Q4 		$469K Buy
+2,489
New +$478K 0.01% 474

Other funds holding TXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Congress Wealth Management's TXN Position: Q2 2025 in Review

Congress Wealth Management increased its Texas Instruments (TXN) stake by 13% in Q2 2025, buying an estimated $418K and bringing the position to 20,488 shares worth $4.25M. The position accounts for 0.04% of the portfolio, ranked #422.

Congress Wealth Management first reported a position in TXN in Q4 2021 and has held it in 15 quarters since. 2,417 funds tracked by Wall St. Rank hold TXN as of Q2 2025.

  • Congress Wealth Management held 20,488 shares of Texas Instruments worth $4.25M as of Q2 2025.
  • Congress Wealth Management bought 2,352 Texas Instruments shares in Q2 2025, an estimated $418K.
  • Texas Instruments made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #422 holding.
  • Congress Wealth Management first reported a position in Texas Instruments in Q4 2021 and has held it in 15 quarters since.
  • 2,417 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.