LWM Advisory Services’s Texas Instruments TXN Stock Holding History

LWM Advisory Services’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
2025 Q4	–	Sell	-2,312	Closed	-$425K	–	100
2025 Q3	$425K	Buy	2,312 +83	+4%	+$16.2K	0.25%	66
2025 Q2	$463K	Hold	2,229	–	–	0.32%	58
2025 Q1	$401K	Buy	+2,229	New	+$417K	0.28%	69
2023 Q4	–	Sell	-121	Closed	-$19.2K	–	145
2023 Q3	$19.2K	Buy	+121	New	+$20.6K	0.02%	114

Other funds holding TXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LWM Advisory Services's TXN Position: Q4 2025 in Review

LWM Advisory Services sold out of Texas Instruments (TXN) in Q4 2025, closing a stake of 2,312 shares — an estimated $425K sold.

LWM Advisory Services first reported a position in TXN in Q3 2023 and held it in 4 quarters. The position peaked at $463K in Q2 2025. 2,396 funds tracked by Wall St. Rank hold TXN as of Q4 2025.

LWM Advisory Services reported no remaining Texas Instruments position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 2,312 Texas Instruments shares in Q4 2025, an estimated $425K.
LWM Advisory Services first reported a position in Texas Instruments in Q3 2023 and held it in 4 quarters.
LWM Advisory Services's Texas Instruments position peaked at $463K in Q2 2025.
2,396 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.