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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Texas Instruments TXN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-314
Closed -$59K – 518
2024
Q4 		$59K Buy
314
+12
+4% +$2.4K 0.02% 239
2024
Q3 		$62.5K Buy
+302
New +$60.7K 0.03% 199
2024
Q1 		– Sell
-47
Closed -$8.01K – 376
2023
Q4 		$8.01K Buy
+47
New +$7.28K 0.01% 262

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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TXN Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Texas Instruments (TXN) in Q1 2025, closing a stake of 314 shares — an estimated $59K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TXN in Q4 2023 and held it in 3 quarters. The position peaked at $62.5K in Q3 2024. 2,365 funds tracked by Wall St. Rank hold TXN as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Texas Instruments position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 314 Texas Instruments shares in Q1 2025, an estimated $59K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Texas Instruments in Q4 2023 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Texas Instruments position peaked at $62.5K in Q3 2024.
  • 2,365 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.