PWA
TXN icon

Phoenix Wealth Advisors’s Texas Instruments TXN Stock Holding History

Phoenix Wealth Advisors’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 		$936K Hold
3,141
– – 0.32% 58
2026
Q1 		$610K Buy
3,141
+1
+0% +$202 0.24% 72
2025
Q4 		$545K Buy
3,140
+1
+0% +$171 0.21% 81
2025
Q3 		$577K Sell
3,139
-106
-3% -$20.7K 0.22% 76
2025
Q2 		$674K Hold
3,245
– – 0.28% 68
2025
Q1 		$583K Sell
3,245
-150
-4% -$28.1K 0.25% 69
2024
Q4 		$637K Buy
3,395
+15
+0.4% +$3K 0.28% 67
2024
Q3 		$698K Sell
3,380
-6
-0.2% -$1.21K 0.32% 63
2024
Q2 		$659K Sell
3,386
-107
-3% -$19.8K 0.33% 64
2024
Q1 		$609K Sell
3,493
-8,611
-71% -$1.44M 0.37% 60
2023
Q4 		$2.05M Sell
12,104
-205
-2% -$31.8K 1.43% 27
2023
Q3 		$1.96M Sell
12,309
-27
-0.2% -$4.61K 1.15% 27
2023
Q2 		$2.22M Sell
12,336
-597
-5% -$103K 1.29% 27
2023
Q1 		$2.41M Sell
12,933
-193
-1% -$33.9K 1.49% 20
2022
Q4 		$2.17M Sell
13,126
-737
-5% -$123K 1.3% 22
2022
Q3 		$2.15M Sell
13,863
-561
-4% -$94.1K 2.15% 18
2022
Q2 		$2.22M Buy
+14,424
New +$2.43M 2.18% 19
2022
Q1 		– Sell
-14,950
Closed -$2.82M – 130
2021
Q4 		$2.82M Sell
14,950
-484
-3% -$92.9K 2.13% 19
2021
Q3 		$2.97M Buy
15,434
+42
+0.3% +$8K 2.22% 11
2021
Q2 		$2.94M Buy
15,392
+179
+1% +$33.6K 2.12% 9
2021
Q1 		$2.92M Sell
15,213
-638
-4% -$111K 2.27% 8
2020
Q4 		$2.6M Buy
+15,851
New +$2.46M 1.98% 11

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

Phoenix Wealth Advisors's TXN Position: Q2 2026 in Review

Phoenix Wealth Advisors held its Texas Instruments (TXN) position steady in Q2 2026 at 3,141 shares worth $936K. The position accounts for 0.32% of the portfolio, ranked #58.

Phoenix Wealth Advisors first reported a position in TXN in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.97M in Q3 2021. 2,855 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Phoenix Wealth Advisors held 3,141 shares of Texas Instruments worth $936K as of Q2 2026.
  • Phoenix Wealth Advisors left its Texas Instruments share count unchanged in Q2 2026.
  • Texas Instruments made up 0.32% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Phoenix Wealth Advisors first reported a position in Texas Instruments in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Texas Instruments position peaked at $2.97M in Q3 2021.
  • 2,855 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.