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Lifeworks Advisors’s Texas Instruments TXN Stock Holding History

Lifeworks 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 		$600K Sell
3,089
-468
-13% -$94.8K 0.08% 176
2025
Q4 		$617K Sell
3,557
-15,702
-82% -$2.69M 0.08% 189
2025
Q3 		$3.54M Buy
19,259
+523
+3% +$102K 0.47% 68
2025
Q2 		$3.89M Buy
18,736
+1,984
+12% +$352K 0.58% 52
2025
Q1 		$3.01M Buy
16,752
+1,445
+9% +$271K 0.5% 54
2024
Q4 		$2.87M Sell
15,307
-243
-2% -$48.6K 0.52% 61
2024
Q3 		$3.21M Sell
15,550
-933
-6% -$187K 0.63% 49
2024
Q2 		$3.21M Sell
16,483
-2,840
-15% -$525K 0.89% 29
2024
Q1 		$3.37M Buy
19,323
+5,628
+41% +$938K 0.94% 32
2023
Q4 		$2.33M Buy
13,695
+410
+3% +$63.5K 0.81% 35
2023
Q3 		$2.11M Buy
13,285
+1,656
+14% +$283K 0.82% 36
2023
Q2 		$2.09M Sell
11,629
-2,595
-18% -$447K 0.89% 34
2023
Q1 		$2.65M Buy
14,224
+2,386
+20% +$420K 1.25% 26
2022
Q4 		$1.96M Sell
11,838
-192
-2% -$32K 1.1% 28
2022
Q3 		$1.93M Sell
12,030
-171
-1% -$28.7K 1.1% 28
2022
Q2 		$1.88M Buy
12,201
+1,558
+15% +$262K 1.19% 26
2022
Q1 		$1.95M Buy
10,643
+5,786
+119% +$1.02M 1.29% 20
2021
Q4 		$916K Buy
+4,857
New +$932K 0.73% 42

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

Lifeworks Advisors's TXN Position: Q1 2026 in Review

Lifeworks Advisors reduced its Texas Instruments (TXN) stake by 13% in Q1 2026, selling an estimated $94.8K and leaving 3,089 shares worth $600K. The position accounts for 0.08% of the portfolio, ranked #176.

Lifeworks Advisors first reported a position in TXN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.89M in Q2 2025. 2,444 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Lifeworks Advisors held 3,089 shares of Texas Instruments worth $600K as of Q1 2026.
  • Lifeworks Advisors sold 468 Texas Instruments shares in Q1 2026, an estimated $94.8K.
  • Texas Instruments made up 0.08% of Lifeworks Advisors's portfolio in Q1 2026, its #176 holding.
  • Lifeworks Advisors first reported a position in Texas Instruments in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Texas Instruments position peaked at $3.89M in Q2 2025.
  • 2,444 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.