UP Strategic Wealth Investment Advisors’s Texas Instruments TXN Stock Holding History

UP Strategic Wealth Investment 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 Q1	$746K	Buy	2,615 +235	+10%	+$47.6K	0.47%	31
2025 Q4	$527K	Buy	2,380 +44	+2%	+$7.54K	0.38%	41
2025 Q3	$409K	Sell	2,336 -233	-9%	-$45.6K	0.31%	49
2025 Q2	$533K	Buy	2,569 +1,049	+69%	+$186K	0.42%	39
2025 Q1	$273K	Buy	1,520 +170	+13%	+$31.8K	0.24%	65
2024 Q4	$253K	Sell	1,350 -214	-14%	-$42.8K	0.25%	64
2024 Q3	$323K	Buy	1,564 +264	+20%	+$53.1K	0.36%	52
2024 Q2	$253K	Hold	1,300	–	–	0.38%	48
2024 Q1	$226K	Hold	1,300	–	–	0.37%	54
2023 Q4	$222K	Buy	+1,300	New	+$201K	0.4%	50

Other funds holding TXN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UP Strategic Wealth Investment Advisors's TXN Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Texas Instruments (TXN) stake by 9.9% in Q1 2026, buying an estimated $47.6K and bringing the position to 2,615 shares worth $746K. The position accounts for 0.47% of the portfolio, ranked #31.

UP Strategic Wealth Investment Advisors first reported a position in TXN in Q4 2023 and has held it in 10 quarters since. 2,444 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

UP Strategic Wealth Investment Advisors held 2,615 shares of Texas Instruments worth $746K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 235 Texas Instruments shares in Q1 2026, an estimated $47.6K.
Texas Instruments made up 0.47% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #31 holding.
UP Strategic Wealth Investment Advisors first reported a position in Texas Instruments in Q4 2023 and has held it in 10 quarters since.
2,444 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.