Institute for Wealth Management’s Texas Instruments TXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.55M Sell
28,671
-826
-3% -$229K 0.75% 18
2026
Q1
$5.73M Sell
29,497
-5
-0% -$1.01K 0.61% 28
2025
Q4
$5.12M Sell
29,502
-68
-0.2% -$11.6K 0.54% 31
2025
Q3
$5.43M Buy
29,570
+51
+0.2% +$9.97K 0.57% 29
2025
Q2
$6.13M Buy
29,519
+32
+0.1% +$5.68K 0.68% 23
2025
Q1
$5.3M Sell
29,487
-135
-0.5% -$25.3K 0.68% 26
2024
Q4
$5.55M Sell
29,622
-40
-0.1% -$8K 0.7% 21
2024
Q3
$6.13M Sell
29,662
-57
-0.2% -$11.5K 0.77% 16
2024
Q2
$5.78M Sell
29,719
-246
-0.8% -$45.5K 0.77% 15
2024
Q1
$5.22M Buy
29,965
+687
+2% +$115K 0.67% 21
2023
Q4
$4.99M Buy
29,278
+272
+0.9% +$42.1K 0.81% 16
2023
Q3
$4.61M Sell
29,006
-24
-0.1% -$4.09K 0.83% 15
2023
Q2
$5.23M Sell
29,030
-55
-0.2% -$9.47K 0.88% 13
2023
Q1
$5.41M Sell
29,085
-47
-0.2% -$8.26K 1.03% 10
2022
Q4
$4.81M Sell
29,132
-1,148
-4% -$191K 1.01% 10
2022
Q3
$4.69M Hold
30,280
1.05% 11
2022
Q2
$4.65M Sell
30,280
-52
-0.2% -$8.75K 0.91% 11
2022
Q1
$5.57M Sell
30,332
-60
-0.2% -$10.6K 0.9% 12
2021
Q4
$5.73M Buy
30,392
+225
+0.7% +$43.2K 0.93% 14
2021
Q3
$5.8M Sell
30,167
-47
-0.2% -$8.96K 1.02% 12
2021
Q2
$5.81M Buy
30,214
+408
+1% +$76.5K 1.02% 12
2021
Q1
$5.63M Buy
29,806
+159
+0.5% +$27.6K 1.07% 11
2020
Q4
$4.87M Sell
29,647
-153
-0.5% -$23.8K 0.97% 18
2020
Q3
$4.25M Sell
29,800
-868
-3% -$118K 0.97% 16
2020
Q2
$3.89M Buy
30,668
+1,173
+4% +$137K 0.95% 14
2020
Q1
$2.95M Sell
29,495
-122
-0.4% -$14.6K 0.91% 18
2019
Q4
$3.8M Sell
29,617
-121
-0.4% -$14.9K 0.86% 19
2019
Q3
$3.84M Sell
29,738
-356
-1% -$43.9K 0.97% 13
2019
Q2
$3.45M Sell
30,094
-2,657
-8% -$297K 0.76% 19
2019
Q1
$3.47M Buy
+32,751
New +$3.39M 0.76% 20
2018
Q4
Sell
-32,569
Closed -$3.46M 340
2018
Q3
$3.46M Sell
32,569
-170
-0.5% -$18.9K 1.17% 15
2018
Q2
$3.61M Buy
32,739
+242
+0.7% +$26.2K 1.15% 15
2018
Q1
$3.3M Sell
32,497
-386
-1% -$41.8K 0.97% 15
2017
Q4
$3.43M Sell
32,883
-216
-0.7% -$21K 0.79% 18
2017
Q3
$2.97M Sell
33,099
-102
-0.3% -$8.39K 0.96% 15
2017
Q2
$2.56M Buy
+33,201
New +$2.66M 0.7% 23

Other funds holding TXN

Institute for Wealth Management's TXN Position: Q2 2026 in Review

Institute for Wealth Management reduced its Texas Instruments (TXN) stake by 2.8% in Q2 2026, selling an estimated $229K and leaving 28,671 shares worth $8.55M. The position accounts for 0.75% of the portfolio, ranked #18.

Institute for Wealth Management first reported a position in TXN in Q2 2017 and has held it in 36 quarters since. 2,843 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Institute for Wealth Management held 28,671 shares of Texas Instruments worth $8.55M as of Q2 2026.
  • Institute for Wealth Management sold 826 Texas Instruments shares in Q2 2026, an estimated $229K.
  • Texas Instruments made up 0.75% of Institute for Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Institute for Wealth Management first reported a position in Texas Instruments in Q2 2017 and has held it in 36 quarters since.
  • 2,843 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.