GoalVest Advisory’s Texas Instruments TXN Stock Holding History

GoalVest Advisory’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	$4.77K	Buy	+16	New	+$4.44K	﹤0.01%	385
2025 Q4	–	Sell	-42	Closed	-$7.72K	–	552
2025 Q3	$7.72K	Hold	42	–	–	﹤0.01%	342
2025 Q2	$8.72K	Sell	42 -35	-45%	-$6.21K	﹤0.01%	315
2025 Q1	$13.8K	Buy	77 +3	+4%	+$562	﹤0.01%	253
2024 Q4	$13.9K	Sell	74 -241	-77%	-$48.2K	﹤0.01%	264
2024 Q3	$65.1K	Hold	315	–	–	0.02%	169
2024 Q2	$61.3K	Sell	315 -15	-5%	-$2.77K	0.02%	162
2024 Q1	$57.5K	Sell	330 -299	-48%	-$49.9K	0.02%	182
2023 Q4	$107K	Sell	629 -465	-43%	-$72K	0.05%	88
2023 Q3	$174K	Buy	1,094 +144	+15%	+$24.6K	0.09%	76
2023 Q2	$171K	Sell	950 -9	-0.9%	-$1.55K	0.09%	75
2023 Q1	$178K	Buy	959 +624	+186%	+$110K	0.1%	73
2022 Q4	$55.3K	Hold	335	–	–	0.04%	104
2022 Q3	$52K	Sell	335 -275	-45%	-$46.1K	0.04%	110
2022 Q2	$91K	Buy	610 +275	+82%	+$46.3K	0.06%	133
2022 Q1	$61K	Buy	+335	New	+$59.1K	0.03%	148
2021 Q2	$64K	Buy	335 +20	+6%	+$3.75K	0.04%	143
2021 Q1	$60K	Hold	315	–	–	0.04%	121
2020 Q4	$52K	Buy	+315	New	+$49K	0.04%	115

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

GoalVest Advisory's TXN Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Texas Instruments (TXN) in Q2 2026: 16 shares worth $4.77K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in TXN as recently as Q3 2025.

GoalVest Advisory first reported a position in TXN in Q4 2020 and has held it in 19 quarters since. The position peaked at $178K in Q1 2023. 2,849 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

GoalVest Advisory held 16 shares of Texas Instruments worth $4.77K as of Q2 2026.
Texas Instruments was a new GoalVest Advisory position in Q2 2026.
Texas Instruments made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #385 holding.
GoalVest Advisory first reported a position in Texas Instruments in Q4 2020 and has held it in 19 quarters since.
GoalVest Advisory's Texas Instruments position peaked at $178K in Q1 2023.
2,849 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.