WIM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthPlan Investment Management's TXN Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Texas Instruments (TXN) stake by 23% in Q1 2026, selling an estimated $1.29M and leaving 20,764 shares worth $4.03M. The position accounts for 0.22% of the portfolio, ranked #100.

WealthPlan Investment Management first reported a position in TXN in Q1 2022 and has held it in 16 quarters since. The position peaked at $14.4M in Q4 2022. 2,443 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • WealthPlan Investment Management held 20,764 shares of Texas Instruments worth $4.03M as of Q1 2026.
  • WealthPlan Investment Management sold 6,361 Texas Instruments shares in Q1 2026, an estimated $1.29M.
  • Texas Instruments made up 0.22% of WealthPlan Investment Management's portfolio in Q1 2026, its #100 holding.
  • WealthPlan Investment Management first reported a position in Texas Instruments in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Texas Instruments position peaked at $14.4M in Q4 2022.
  • 2,443 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.