MSWA
TXN icon

Marshall & Sterling Wealth Advisors’s Texas Instruments TXN Stock Holding History

Marshall & Sterling 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
2026
Q2 		$23.5K Hold
79
– – 0.01% 196
2026
Q1 		$15.3K Hold
79
– – 0.01% 211
2025
Q4 		$13.7K Sell
79
-53
-40% -$9.08K 0.01% 216
2025
Q3 		$24.3K Buy
132
+4
+3% +$782 0.02% 251
2025
Q2 		$26.6K Sell
128
-5
-4% -$888 0.02% 233
2025
Q1 		$23.9K Buy
133
+54
+68% +$10.1K 0.02% 237
2024
Q4 		$14.8K Buy
+79
New +$15.8K 0.01% 210

Other funds holding TXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's TXN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Texas Instruments (TXN) position steady in Q2 2026 at 79 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #196.

Marshall & Sterling Wealth Advisors first reported a position in TXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.6K in Q2 2025. 2,843 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 79 shares of Texas Instruments worth $23.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Texas Instruments share count unchanged in Q2 2026.
  • Texas Instruments made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Texas Instruments in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Texas Instruments position peaked at $26.6K in Q2 2025.
  • 2,843 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.