WIM
TXN icon

WealthPlan Investment Management’s Texas Instruments TXN Stock Holding History

WealthPlan Investment Management’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 		$5.33M Sell
17,878
-2,886
-14% -$801K 0.26% 84
2026
Q1 		$4.03M Sell
20,764
-6,361
-23% -$1.29M 0.22% 100
2025
Q4 		$4.71M Sell
27,125
-21,776
-45% -$3.73M 0.3% 88
2025
Q3 		$8.98M Sell
48,901
-4,427
-8% -$866K 0.6% 63
2025
Q2 		$11.1M Buy
53,328
+4,822
+10% +$856K 0.81% 40
2025
Q1 		$8.72M Sell
48,506
-941
-2% -$176K 0.86% 40
2024
Q4 		$9.27M Sell
49,447
-2,261
-4% -$452K 0.92% 35
2024
Q3 		$10.7M Buy
51,708
+2,419
+5% +$486K 1.08% 27
2024
Q2 		$9.59M Sell
49,289
-697
-1% -$129K 1.45% 19
2024
Q1 		$8.71M Sell
49,986
-297
-0.6% -$49.5K 1.33% 28
2023
Q4 		$8.57M Buy
50,283
+268
+0.5% +$41.5K 1.37% 25
2023
Q3 		$7.95M Buy
50,015
+27,930
+126% +$4.77M 1.41% 28
2023
Q2 		$3.98M Sell
22,085
-23,473
-52% -$4.04M 1.19% 38
2023
Q1 		$8.47M Sell
45,558
-36,115
-44% -$6.35M 1.46% 26
2022
Q4 		$14.4M Buy
81,673
+1,003
+1% +$167K 1.01% 35
2022
Q3 		$14M Buy
+80,670
New +$13.5M 1.02% 36
2022
Q1 		$11.6M Buy
+68,318
New +$12M 0.81% 43

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

WealthPlan Investment Management's TXN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Texas Instruments (TXN) stake by 14% in Q2 2026, selling an estimated $801K and leaving 17,878 shares worth $5.33M. The position accounts for 0.26% of the portfolio, ranked #84.

WealthPlan Investment Management first reported a position in TXN in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.4M in Q4 2022. 2,857 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • WealthPlan Investment Management held 17,878 shares of Texas Instruments worth $5.33M as of Q2 2026.
  • WealthPlan Investment Management sold 2,886 Texas Instruments shares in Q2 2026, an estimated $801K.
  • Texas Instruments made up 0.26% of WealthPlan Investment Management's portfolio in Q2 2026, its #84 holding.
  • WealthPlan Investment Management first reported a position in Texas Instruments in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Texas Instruments position peaked at $14.4M in Q4 2022.
  • 2,857 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.