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Heritage Wealth Management (Ohio)’s Texas Instruments TXN Stock Holding History

Heritage Wealth Management (Ohio)’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 		$295K Buy
+989
New +$274K 0.07% 228
2025
Q3 		– Sell
-1,054
Closed -$219K – 254
2025
Q2 		$219K Buy
+1,054
New +$187K 0.07% 221
2024
Q4 		– Sell
-1,054
Closed -$218K – 237
2024
Q3 		$218K Hold
1,054
– – 0.07% 213
2024
Q2 		$210K Buy
+1,054
New +$195K 0.07% 215

Other funds holding TXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Ohio)'s TXN Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Texas Instruments (TXN) in Q2 2026: 989 shares worth $295K. The stake represents 0.07% of the portfolio and ranks #228 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in TXN as recently as Q2 2025.

Heritage Wealth Management (Ohio) first reported a position in TXN in Q2 2024 and has held it in 4 quarters since. 2,855 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 989 shares of Texas Instruments worth $295K as of Q2 2026.
  • Texas Instruments was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Texas Instruments made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #228 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Texas Instruments in Q2 2024 and has held it in 4 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.