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Phillips Financial Management’s Texas Instruments TXN Stock Holding History

Phillips Financial 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
Q1 		$329K Sell
1,697
-19
-1% -$3.85K 0.02% 158
2025
Q4 		$298K Buy
1,716
+100
+6% +$17.1K 0.02% 170
2025
Q3 		$297K Buy
+1,616
New +$316K 0.02% 173

Other funds holding TXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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

Phillips Financial Management's TXN Position: Q1 2026 in Review

Phillips Financial Management reduced its Texas Instruments (TXN) stake by 1.1% in Q1 2026, selling an estimated $3.85K and leaving 1,697 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #158.

Phillips Financial Management first reported a position in TXN in Q3 2025 and has held it in 3 quarters since. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Phillips Financial Management held 1,697 shares of Texas Instruments worth $329K as of Q1 2026.
  • Phillips Financial Management sold 19 Texas Instruments shares in Q1 2026, an estimated $3.85K.
  • Texas Instruments made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #158 holding.
  • Phillips Financial Management first reported a position in Texas Instruments in Q3 2025 and has held it in 3 quarters since.
  • 2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.