MBL Wealth’s Texas Instruments TXN Stock Holding History

MBL 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
2026 Q1	$265K	Buy	1,364 +42	+3%	+$8.5K	0.02%	276
2025 Q4	$229K	Buy	1,322 +5	+0.4%	+$856	0.02%	270
2025 Q3	$242K	Sell	1,317 -16	-1%	-$3.13K	0.02%	227
2025 Q2	$277K	Sell	1,333 -66	-5%	-$11.7K	0.03%	201
2025 Q1	$251K	Buy	1,399 +88	+7%	+$16.5K	0.03%	200
2024 Q4	$246K	Buy	1,311 +7	+0.5%	+$1.4K	0.02%	195
2024 Q3	$269K	Buy	1,304 +34	+3%	+$6.83K	0.03%	170
2024 Q2	$247K	Sell	1,270 -37	-3%	-$6.84K	0.03%	175
2024 Q1	$228K	Buy	1,307 +20	+2%	+$3.33K	0.03%	179
2023 Q4	$219K	Sell	1,287 -603	-32%	-$93.4K	0.03%	170
2023 Q3	$301K	Buy	1,890 +228	+14%	+$38.9K	0.04%	139
2023 Q2	$299K	Sell	1,662 -123	-7%	-$21.2K	0.04%	134
2023 Q1	$332K	Buy	1,785 +278	+18%	+$48.9K	0.05%	119
2022 Q4	$249K	Hold	1,507	–	–	0.05%	138
2022 Q3	$233K	Hold	1,507	–	–	0.05%	138
2022 Q2	$232K	Sell	1,507 -860	-36%	-$145K	0.06%	123
2022 Q1	$434K	Buy	+2,367	New	+$417K	0.11%	105
2021 Q1	$475K	Buy	2,515 +170	+7%	+$29.5K	0.17%	90
2020 Q4	$385K	Buy	+2,345	New	+$365K	0.15%	85

Other funds holding TXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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