MWM
TXN icon

Mittelman Wealth Management’s Texas Instruments TXN Stock Holding History

Mittelman Wealth Management’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
2024
Q3 		– Sell
-4,256
Closed -$828K – 65
2024
Q2 		$828K Hold
4,256
– – 0.54% 40
2024
Q1 		$741K Buy
+4,256
New +$710K 0.5% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mittelman Wealth Management's TXN Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Texas Instruments (TXN) in Q3 2024, closing a stake of 4,256 shares — an estimated $828K sold.

Mittelman Wealth Management first reported a position in TXN in Q1 2024 and held it in 2 quarters. The position peaked at $828K in Q2 2024. 2,278 funds tracked by Wall St. Rank hold TXN as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Texas Instruments position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 4,256 Texas Instruments shares in Q3 2024, an estimated $828K.
  • Mittelman Wealth Management first reported a position in Texas Instruments in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Texas Instruments position peaked at $828K in Q2 2024.
  • 2,278 funds tracked by Wall St. Rank held Texas Instruments as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.