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Heritage Wealth Advisors’s Texas Instruments TXN Stock Holding History

Heritage Wealth Advisors’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 		$443K Sell
2,284
-50
-2% -$10.1K 0.02% 141
2025
Q4 		$405K Sell
2,334
-22
-0.9% -$3.77K 0.02% 160
2025
Q3 		$433K Hold
2,356
– – 0.02% 140
2025
Q2 		$489K Hold
2,356
– – 0.02% 132
2025
Q1 		$423K Sell
2,356
-1,154
-33% -$216K 0.02% 142
2024
Q4 		$658K Sell
3,510
-79
-2% -$15.8K 0.03% 114
2024
Q3 		$741K Buy
3,589
+67
+2% +$13.5K 0.03% 109
2024
Q2 		$685K Sell
3,522
-250
-7% -$46.2K 0.03% 110
2024
Q1 		$657K Sell
3,772
-57
-1% -$9.51K 0.03% 123
2023
Q4 		$653K Buy
3,829
+687
+22% +$106K 0.03% 122
2023
Q3 		$500K Buy
3,142
+1,405
+81% +$240K 0.03% 133
2023
Q2 		$313K Buy
1,737
+32
+2% +$5.51K 0.02% 172
2023
Q1 		$317K Hold
1,705
– – 0.02% 166
2022
Q4 		$282K Hold
1,705
– – 0.02% 178
2022
Q3 		$264K Hold
1,705
– – 0.02% 172
2022
Q2 		$262K Hold
1,705
– – 0.02% 173
2022
Q1 		$313K Sell
1,705
-1,275
-43% -$225K 0.02% 155
2021
Q4 		$562K Hold
2,980
– – 0.03% 130
2021
Q3 		$573K Sell
2,980
-352
-11% -$67.1K 0.04% 130
2021
Q2 		$641K Hold
3,332
– – 0.04% 122
2021
Q1 		$630K Hold
3,332
– – 0.04% 120
2020
Q4 		$547K Buy
3,332
+2,257
+210% +$351K 0.03% 122
2020
Q3 		$153K Hold
1,075
– – 0.02% 166
2020
Q2 		$136K Hold
1,075
– – 0.02% 172
2020
Q1 		$107K Sell
1,075
-238
-18% -$28.6K 0.02% 185
2019
Q4 		$168K Buy
1,313
+176
+15% +$21.7K 0.02% 185
2019
Q3 		$146K Sell
1,137
-62
-5% -$7.64K 0.02% 181
2019
Q2 		$138K Buy
1,199
+62
+5% +$6.93K 0.02% 172
2019
Q1 		$121K Hold
1,137
– – 0.02% 163
2018
Q4 		$107K Hold
1,137
– – 0.02% 159
2018
Q3 		$121K Buy
+1,137
New +$126K 0.02% 150

Other funds holding TXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Wealth Advisors's TXN Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Texas Instruments (TXN) stake by 2.1% in Q1 2026, selling an estimated $10.1K and leaving 2,284 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #141.

Heritage Wealth Advisors first reported a position in TXN in Q3 2018 and has held it in 31 quarters since. The position peaked at $741K in Q3 2024. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Heritage Wealth Advisors held 2,284 shares of Texas Instruments worth $443K as of Q1 2026.
  • Heritage Wealth Advisors sold 50 Texas Instruments shares in Q1 2026, an estimated $10.1K.
  • Texas Instruments made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • Heritage Wealth Advisors first reported a position in Texas Instruments in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Texas Instruments position peaked at $741K in Q3 2024.
  • 2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.