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Marcum Wealth’s Texas Instruments TXN Stock Holding History

Marcum Wealth’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
Q1 		$756K Buy
4,205
+178
+4% +$33.3K 0.07% 144
2024
Q4 		$755K Sell
4,027
-113
-3% -$22.6K 0.07% 143
2024
Q3 		$855K Sell
4,140
-1,198
-22% -$241K 0.08% 127
2024
Q2 		$1.04M Buy
5,338
+569
+12% +$105K 0.1% 102
2024
Q1 		$831K Buy
4,769
+178
+4% +$29.7K 0.08% 124
2023
Q4 		$783K Sell
4,591
-905
-16% -$140K 0.08% 125
2023
Q3 		$874K Buy
5,496
+258
+5% +$44K 0.11% 97
2023
Q2 		$943K Buy
5,238
+68
+1% +$11.7K 0.11% 93
2023
Q1 		$962K Buy
5,170
+282
+6% +$49.6K 0.12% 95
2022
Q4 		$808K Buy
4,888
+176
+4% +$29.3K 0.11% 112
2022
Q3 		$729K Buy
4,712
+322
+7% +$54K 0.11% 112
2022
Q2 		$675K Buy
4,390
+434
+11% +$73K 0.1% 124
2022
Q1 		$726K Sell
3,956
-384
-9% -$67.7K 0.1% 127
2021
Q4 		$818K Sell
4,340
-247
-5% -$47.4K 0.11% 121
2021
Q3 		$882K Sell
4,587
-4,611
-50% -$879K 0.14% 104
2021
Q2 		$1.77M Sell
9,198
-180
-2% -$33.7K 0.29% 40
2021
Q1 		$1.77M Buy
+9,378
New +$1.63M 0.29% 41

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Marcum Wealth's TXN Position: Q1 2025 in Review

Marcum Wealth increased its Texas Instruments (TXN) stake by 4.4% in Q1 2025, buying an estimated $33.3K and bringing the position to 4,205 shares worth $756K. The position accounts for 0.07% of the portfolio, ranked #144.

Marcum Wealth first reported a position in TXN in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.77M in Q1 2021. 2,365 funds tracked by Wall St. Rank hold TXN as of Q1 2025.

  • Marcum Wealth held 4,205 shares of Texas Instruments worth $756K as of Q1 2025.
  • Marcum Wealth bought 178 Texas Instruments shares in Q1 2025, an estimated $33.3K.
  • Texas Instruments made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #144 holding.
  • Marcum Wealth first reported a position in Texas Instruments in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Texas Instruments position peaked at $1.77M in Q1 2021.
  • 2,365 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.