Heritage Family Offices’s Texas Instruments TXN Stock Holding History

Heritage Family Offices’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	$1.25M	Sell	6,441 -2,837	-31%	-$574K	0.55%	44
2025 Q4	$1.61M	Sell	9,278 -844	-8%	-$145K	0.73%	33
2025 Q3	$1.86M	Buy	10,122 +2,851	+39%	+$557K	0.87%	29
2025 Q2	$1.28M	Hold	7,271	–	–	0.65%	33
2025 Q1	$1.31M	Buy	7,271 +297	+4%	+$55.6K	0.67%	32
2024 Q4	$1.31M	Buy	6,974 +245	+4%	+$49K	0.65%	34
2024 Q3	$1.39M	Sell	6,729 -71	-1%	-$14.3K	0.72%	35
2024 Q2	$1.32M	Buy	+6,800	New	+$1.26M	0.73%	34

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

Heritage Family Offices's TXN Position: Q1 2026 in Review

Heritage Family Offices reduced its Texas Instruments (TXN) stake by 31% in Q1 2026, selling an estimated $574K and leaving 6,441 shares worth $1.25M. The position accounts for 0.55% of the portfolio, ranked #44.

Heritage Family Offices first reported a position in TXN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q3 2025. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

Heritage Family Offices held 6,441 shares of Texas Instruments worth $1.25M as of Q1 2026.
Heritage Family Offices sold 2,837 Texas Instruments shares in Q1 2026, an estimated $574K.
Texas Instruments made up 0.55% of Heritage Family Offices's portfolio in Q1 2026, its #44 holding.
Heritage Family Offices first reported a position in Texas Instruments in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's Texas Instruments position peaked at $1.86M in Q3 2025.
2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.