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Lantern Wealth Advisors’s Texas Instruments TXN Stock Holding History

Lantern 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
2024
Q4 		$511K Sell
2,724
-176
-6% -$35.2K 0.33% 76
2024
Q3 		$599K Sell
2,900
-200
-6% -$40.2K 0.42% 62
2024
Q2 		$603K Hold
3,100
– – 0.44% 54
2024
Q1 		$540K Hold
3,100
– – 0.38% 67
2023
Q4 		$528K Buy
+3,100
New +$480K 0.41% 62

Other funds holding TXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lantern Wealth Advisors's TXN Position: Q4 2024 in Review

Lantern Wealth Advisors reduced its Texas Instruments (TXN) stake by 6.1% in Q4 2024, selling an estimated $35.2K and leaving 2,724 shares worth $511K. The position accounts for 0.33% of the portfolio, ranked #76.

Lantern Wealth Advisors first reported a position in TXN in Q4 2023 and has held it in 5 quarters since. The position peaked at $603K in Q2 2024. 2,383 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

  • Lantern Wealth Advisors held 2,724 shares of Texas Instruments worth $511K as of Q4 2024.
  • Lantern Wealth Advisors sold 176 Texas Instruments shares in Q4 2024, an estimated $35.2K.
  • Texas Instruments made up 0.33% of Lantern Wealth Advisors's portfolio in Q4 2024, its #76 holding.
  • Lantern Wealth Advisors first reported a position in Texas Instruments in Q4 2023 and has held it in 5 quarters since.
  • Lantern Wealth Advisors's Texas Instruments position peaked at $603K in Q2 2024.
  • 2,383 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.