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Montz Harcus Wealth Management’s Texas Instruments TXN Stock Holding History

Montz Harcus 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
2026
Q3 		$376K Sell
1,341
-6
-0.4% -$1.66K 0.13% 64
2026
Q2 		$401K Buy
1,347
+9
+0.7% +$2.5K 0.14% 63
2026
Q1 		$260K Buy
1,338
+38
+3% +$7.69K 0.1% 73
2025
Q4 		$226K Buy
1,300
+7
+0.5% +$1.2K 0.09% 85
2025
Q3 		$238K Buy
1,293
+5
+0.4% +$978 0.1% 77
2025
Q2 		$267K Buy
1,288
+8
+0.6% +$1.42K 0.13% 68
2025
Q1 		$230K Buy
1,280
+10
+0.8% +$1.87K 0.13% 70
2024
Q4 		$238K Buy
1,270
+7
+0.6% +$1.4K 0.13% 64
2024
Q3 		$261K Buy
1,263
+10
+0.8% +$2.01K 0.15% 56
2024
Q2 		$244K Buy
1,253
+4
+0.3% +$739 0.16% 53
2024
Q1 		$218K Buy
+1,249
New +$208K 0.15% 59

Other funds holding TXN

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Montz Harcus Wealth Management's TXN Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its Texas Instruments (TXN) stake by 0.45% in Q3 2026, selling an estimated $1.66K and leaving 1,341 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #64.

Montz Harcus Wealth Management first reported a position in TXN in Q1 2024 and has held it in 11 quarters since. The position peaked at $401K in Q2 2026. 137 funds tracked by Wall St. Rank hold TXN as of Q3 2026.

  • Montz Harcus Wealth Management held 1,341 shares of Texas Instruments worth $376K as of Q3 2026.
  • Montz Harcus Wealth Management sold 6 Texas Instruments shares in Q3 2026, an estimated $1.66K.
  • Texas Instruments made up 0.13% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Montz Harcus Wealth Management first reported a position in Texas Instruments in Q1 2024 and has held it in 11 quarters since.
  • Montz Harcus Wealth Management's Texas Instruments position peaked at $401K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Texas Instruments as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.