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Phillips Wealth Planners’s Texas Instruments TXN Stock Holding History

Phillips Wealth Planners’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 		$1.44M Buy
4,852
+1,596
+49% +$323K 1.09% 15
2025
Q4 		$633K Buy
3,256
+1,024
+46% +$175K 0.51% 60
2025
Q3 		$406K Buy
2,232
+355
+19% +$69.4K 0.34% 99
2025
Q2 		$407K Buy
1,877
+142
+8% +$25.2K 0.37% 90
2025
Q1 		$256K Buy
1,735
+10
+0.6% +$1.87K 0.27% 135
2024
Q4 		$328K Sell
1,725
-193
-10% -$38.6K 0.33% 106
2024
Q3 		$385K Sell
1,918
-2,822
-60% -$567K 0.37% 95
2024
Q2 		$965K Sell
4,740
-75
-2% -$13.9K 1.02% 21
2024
Q1 		$807K Sell
4,815
-82
-2% -$13.7K 0.93% 23
2023
Q4 		$817K Sell
4,897
-189
-4% -$29.3K 0.98% 26
2023
Q3 		$768K Sell
5,086
-20
-0.4% -$3.41K 1.04% 24
2023
Q2 		$919K Buy
5,106
+75
+1% +$12.9K 1.21% 21
2023
Q1 		$839K Buy
5,031
+421
+9% +$74K 1.11% 24
2022
Q4 		$815K Buy
+4,610
New +$769K 1.42% 19

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 Wealth Planners's TXN Position: Q1 2026 in Review

Phillips Wealth Planners increased its Texas Instruments (TXN) stake by 49% in Q1 2026, buying an estimated $323K and bringing the position to 4,852 shares worth $1.44M. The position accounts for 1.09% of the portfolio, ranked #15.

Phillips Wealth Planners first reported a position in TXN in Q4 2022 and has held it in 14 quarters since. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Phillips Wealth Planners held 4,852 shares of Texas Instruments worth $1.44M as of Q1 2026.
  • Phillips Wealth Planners bought 1,596 Texas Instruments shares in Q1 2026, an estimated $323K.
  • Texas Instruments made up 1.09% of Phillips Wealth Planners's portfolio in Q1 2026, its #15 holding.
  • Phillips Wealth Planners first reported a position in Texas Instruments in Q4 2022 and has held it in 14 quarters since.
  • 2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.