Mark Sheptoff Financial Planning’s Texas Instruments TXN Stock Holding History

Mark Sheptoff Financial Planning’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	$1.05M	Hold	3,735	–	–	0.56%	33
2025 Q4	$648K	Hold	3,735	–	–	0.31%	51
2025 Q3	$686K	Sell	3,735 -10	-0.3%	-$1.96K	0.33%	44
2025 Q2	$778K	Buy	3,745 +10	+0.3%	+$1.77K	0.41%	40
2025 Q1	$671K	Hold	3,735	–	–	0.37%	47
2024 Q4	$700K	Hold	3,735	–	–	0.38%	48
2024 Q3	$772K	Hold	3,735	–	–	0.41%	48
2024 Q2	$727K	Hold	3,735	–	–	0.41%	47
2024 Q1	$651K	Hold	3,735	–	–	0.36%	52
2023 Q4	$637K	Hold	3,735	–	–	0.38%	45
2023 Q3	$594K	Hold	3,735	–	–	0.38%	43
2023 Q2	$672K	Hold	3,735	–	–	0.38%	45
2023 Q1	$695K	Hold	3,735	–	–	0.4%	44
2022 Q4	$617K	Hold	3,735	–	–	0.36%	49
2022 Q3	$578K	Hold	3,735	–	–	0.35%	50
2022 Q2	$574K	Hold	3,735	–	–	0.33%	53
2022 Q1	$685K	Hold	3,735	–	–	0.34%	52
2021 Q4	$704K	Hold	3,735	–	–	0.34%	55
2021 Q3	$718K	Buy	3,735 +200	+6%	+$38.1K	0.4%	47
2021 Q2	$680K	Hold	3,535	–	–	0.36%	50
2021 Q1	$668K	Sell	3,535 -200	-5%	-$34.7K	0.38%	51
2020 Q4	$613K	Buy	3,735 +200	+6%	+$31.1K	0.35%	53
2020 Q3	$505K	Buy	3,535 +300	+9%	+$40.8K	0.31%	52
2020 Q2	$411K	Hold	3,235	–	–	0.27%	58
2020 Q1	$323K	Hold	3,235	–	–	0.24%	59
2019 Q4	$415K	Hold	3,235	–	–	0.26%	62
2019 Q3	$418K	Buy	3,235 +52	+2%	+$6.41K	0.28%	59
2019 Q2	$365K	Hold	3,183	–	–	0.25%	70
2019 Q1	$338K	Hold	3,183	–	–	0.24%	71
2018 Q4	$301K	Hold	3,183	–	–	0.25%	65
2018 Q3	$342K	Hold	3,183	–	–	0.23%	77
2018 Q2	$351K	Hold	3,183	–	–	0.26%	76
2018 Q1	$331K	Hold	3,183	–	–	0.23%	83
2017 Q4	$332K	Hold	3,183	–	–	0.22%	87
2017 Q3	$285K	Hold	3,183	–	–	0.19%	94
2017 Q2	$245K	Sell	3,183 -1	-0%	-$80	0.17%	97
2017 Q1	$256K	Buy	3,184 +1	+0%	+$77	0.18%	89
2016 Q4	$232K	Hold	3,183	–	–	0.17%	91
2016 Q3	$223K	Buy	3,183 +2,900	+1,025%	+$198K	0.17%	94
2016 Q2	$18K	Buy	283 +83	+42%	+$4.93K	0.01%	216
2016 Q1	$11K	Hold	200	–	–	0.01%	245
2015 Q4	$11K	Hold	200	–	–	0.01%	274
2015 Q3	$10K	Buy	200 +168	+525%	+$8.2K	0.01%	254
2015 Q2	$2K	Buy	+32	New	+$1.77K	﹤0.01%	334

Other funds holding TXN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's TXN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Texas Instruments (TXN) position steady in Q1 2026 at 3,735 shares worth $1.05M. The position accounts for 0.56% of the portfolio, ranked #33.

Mark Sheptoff Financial Planning first reported a position in TXN in Q2 2015 and has held it in 44 quarters since. 2,442 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

Mark Sheptoff Financial Planning held 3,735 shares of Texas Instruments worth $1.05M as of Q1 2026.
Mark Sheptoff Financial Planning left its Texas Instruments share count unchanged in Q1 2026.
Texas Instruments made up 0.56% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #33 holding.
Mark Sheptoff Financial Planning first reported a position in Texas Instruments in Q2 2015 and has held it in 44 quarters since.
2,442 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.