Summit Wealth Group’s Texas Instruments TXN Stock Holding History

Summit Wealth Group’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	$275K	Buy	+923	New	+$256K	0.06%	113
2025 Q3	–	Sell	-1,232	Closed	-$256K	–	114
2025 Q2	$256K	Hold	1,232	–	–	0.07%	100
2025 Q1	$221K	Hold	1,232	–	–	0.06%	96
2024 Q4	$231K	Hold	1,232	–	–	0.07%	92
2024 Q3	$254K	Hold	1,232	–	–	0.07%	86
2024 Q2	$240K	Buy	+1,232	New	+$228K	0.07%	87
2023 Q3	–	Sell	-1,256	Closed	-$226K	–	71
2023 Q2	$226K	Buy	1,256 +1,251	+25,020%	+$215K	0.09%	69
2023 Q1	$1K	Buy	+5	New	+$879	0.02%	145
2021 Q4	–	Sell	-1,599	Closed	-$307K	–	49
2021 Q3	$307K	Buy	+1,599	New	+$305K	0.49%	30
2021 Q1	–	Sell	-1,489	Closed	-$244K	–	213
2020 Q4	$244K	Hold	1,489	–	–	0.15%	37
2020 Q3	$213K	Buy	+1,489	New	+$202K	0.19%	30
2020 Q1	–	Sell	-1,659	Closed	-$213K	–	29
2019 Q4	$213K	Buy	+1,659	New	+$205K	0.2%	27

Other funds holding TXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group's TXN Position: Q2 2026 in Review

Summit Wealth Group opened a new position in Texas Instruments (TXN) in Q2 2026: 923 shares worth $275K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Summit Wealth Group previously reported a position in TXN as recently as Q2 2025.

Summit Wealth Group first reported a position in TXN in Q4 2019 and has held it in 12 quarters since. The position peaked at $307K in Q3 2021. 2,858 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

Summit Wealth Group held 923 shares of Texas Instruments worth $275K as of Q2 2026.
Texas Instruments was a new Summit Wealth Group position in Q2 2026.
Texas Instruments made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #113 holding.
Summit Wealth Group first reported a position in Texas Instruments in Q4 2019 and has held it in 12 quarters since.
Summit Wealth Group's Texas Instruments position peaked at $307K in Q3 2021.
2,858 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.