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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
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

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

Montz Harcus Wealth Management's TXN Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Texas Instruments (TXN) stake by 0.67% in Q2 2026, buying an estimated $2.5K and bringing the position to 1,347 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #63.

Montz Harcus Wealth Management first reported a position in TXN in Q1 2024 and has held it in 10 quarters since. 2,843 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Montz Harcus Wealth Management held 1,347 shares of Texas Instruments worth $401K as of Q2 2026.
  • Montz Harcus Wealth Management bought 9 Texas Instruments shares in Q2 2026, an estimated $2.5K.
  • Texas Instruments made up 0.14% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Montz Harcus Wealth Management first reported a position in Texas Instruments in Q1 2024 and has held it in 10 quarters since.
  • 2,843 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.