Private Wealth Partners’s Texas Instruments TXN Stock Holding History

Private Wealth Partners’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
2025 Q1	–	Sell	-1,242	Closed	-$233K	–	185
2024 Q4	$233K	Sell	1,242 -50	-4%	-$9.99K	0.02%	161
2024 Q3	$267K	Hold	1,292	–	–	0.02%	154
2024 Q2	$251K	Hold	1,292	–	–	0.02%	149
2024 Q1	$225K	Hold	1,292	–	–	0.02%	151
2023 Q4	$220K	Hold	1,292	–	–	0.02%	159
2023 Q3	$205K	Hold	1,292	–	–	0.02%	153
2023 Q2	$233K	Hold	1,292	–	–	0.02%	146
2023 Q1	$240K	Buy	+1,292	New	+$227K	0.02%	137
2021 Q1	–	Sell	-1,792	Closed	-$294K	–	113
2020 Q4	$294K	Hold	1,792	–	–	0.03%	100
2020 Q3	$256K	Hold	1,792	–	–	0.03%	95
2020 Q2	$228K	Buy	+1,792	New	+$209K	0.03%	97
2020 Q1	–	Sell	-1,792	Closed	-$230K	–	137
2019 Q4	$230K	Hold	1,792	–	–	0.03%	113
2019 Q3	$232K	Hold	1,792	–	–	0.04%	111
2019 Q2	$206K	Buy	+1,792	New	+$200K	0.03%	123
2017 Q4	–	Sell	-2,242	Closed	-$201K	–	134
2017 Q3	$201K	Buy	+2,242	New	+$184K	0.04%	120
2016 Q3	–	Sell	-4,242	Closed	-$266K	–	126
2016 Q2	$266K	Hold	4,242	–	–	0.06%	110
2016 Q1	$244K	Sell	4,242 -1,000	-19%	-$53.1K	0.06%	113
2015 Q4	$287K	Buy	+5,242	New	+$293K	0.07%	109

Other funds holding TXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Private Wealth Partners's TXN Position: Q1 2025 in Review

Private Wealth Partners sold out of Texas Instruments (TXN) in Q1 2025, closing a stake of 1,242 shares — an estimated $233K sold.

Private Wealth Partners first reported a position in TXN in Q4 2015 and held it in 18 quarters. The position peaked at $294K in Q4 2020. 2,364 funds tracked by Wall St. Rank hold TXN as of Q1 2025.

Private Wealth Partners reported no remaining Texas Instruments position as of Q1 2025 after selling out during the quarter.
Private Wealth Partners sold 1,242 Texas Instruments shares in Q1 2025, an estimated $233K.
Private Wealth Partners first reported a position in Texas Instruments in Q4 2015 and held it in 18 quarters.
Private Wealth Partners's Texas Instruments position peaked at $294K in Q4 2020.
2,364 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.