Essential Planning’s Texas Instruments TXN Stock Holding History

Essential Planning’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 Q1	–	Sell	-9,486	Closed	-$1.9M	–	278
2024 Q4	$1.9M	Buy	+9,486	New	+$1.9M	0.01%	197

Other funds holding TXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Essential Planning's TXN Position: Q1 2025 in Review

Essential Planning sold out of Texas Instruments (TXN) in Q1 2025, closing a stake of 9,486 shares — an estimated $1.9M sold.

Essential Planning first reported a position in TXN in Q4 2024 and held it in 1 quarter. The position peaked at $1.9M in Q4 2024. 2,364 funds tracked by Wall St. Rank hold TXN as of Q1 2025.

Essential Planning reported no remaining Texas Instruments position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 9,486 Texas Instruments shares in Q1 2025, an estimated $1.9M.
Essential Planning first reported a position in Texas Instruments in Q4 2024 and held it in 1 quarter.
Essential Planning's Texas Instruments position peaked at $1.9M in Q4 2024.
2,364 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.