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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
Q2 		$1.34M Sell
4,585
-267
-6% -$74.1K 0.99% 22
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 $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

Phillips Wealth Planners's TXN Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Texas Instruments (TXN) stake by 5.5% in Q2 2026, selling an estimated $74.1K and leaving 4,585 shares worth $1.34M. The position accounts for 0.99% of the portfolio, ranked #22.

Phillips Wealth Planners first reported a position in TXN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q1 2026. 2,855 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Phillips Wealth Planners held 4,585 shares of Texas Instruments worth $1.34M as of Q2 2026.
  • Phillips Wealth Planners sold 267 Texas Instruments shares in Q2 2026, an estimated $74.1K.
  • Texas Instruments made up 0.99% of Phillips Wealth Planners's portfolio in Q2 2026, its #22 holding.
  • Phillips Wealth Planners first reported a position in Texas Instruments in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Texas Instruments position peaked at $1.44M in Q1 2026.
  • 2,855 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.