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
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	Sell	1,256 -232,373	-99%	-$40M	0.09%	69
2023 Q1	$1K	Buy	+233,629	New	+$41.1M	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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Wealth Group's TXN Position: Q3 2025 in Review

Summit Wealth Group sold out of Texas Instruments (TXN) in Q3 2025, closing a stake of 1,232 shares — an estimated $256K sold.

Summit Wealth Group first reported a position in TXN in Q4 2019 and held it in 11 quarters. The position peaked at $307K in Q3 2021. 2,356 funds tracked by Wall St. Rank hold TXN as of Q3 2025.

Summit Wealth Group reported no remaining Texas Instruments position as of Q3 2025 after selling out during the quarter.
Summit Wealth Group sold 1,232 Texas Instruments shares in Q3 2025, an estimated $256K.
Summit Wealth Group first reported a position in Texas Instruments in Q4 2019 and held it in 11 quarters.
Summit Wealth Group's Texas Instruments position peaked at $307K in Q3 2021.
2,356 funds tracked by Wall St. Rank held Texas Instruments as of Q3 2025.

Based on Summit Wealth Group's 13F filing for Q3 2025, filed 23 Oct 2025.