Institute for Wealth Management, LLC.
Position in TXN — Texas Instruments Inc
CIK 1533954
DENVER, CO
Position in TXN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,545,964
+$2,819,417 QoQ
Shares Held
28,671
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#680
of 2,804 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TXN Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $200,499,834 across 25 Semiconductors names. TXN ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
739,474 | $147,961,352 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
27,331 | $15,876,851 | |
| 3 | AVGO |
Broadcom Inc.
|
22,745 | $8,591,923 | |
| 4 | TXN |
Texas Instruments Inc
This page
|
28,671 | $8,545,964 | |
| 5 | MU |
Micron Technology Inc
|
6,939 | $8,009,618 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
20,311 | $6,050,443 | |
| 7 | QCOM |
Qualcomm Inc/De
|
11,886 | $2,196,413 | |
| 8 | INTC |
Intel Corp
|
10,336 | $1,443,215 |
All Filings in TXN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,545,964 | 28,671 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,726,547 | 29,497 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,118,301 | 29,502 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,432,896 | 29,570 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,128,734 | 29,519 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,298,813 | 29,487 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,554,421 | 29,622 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,127,279 | 29,662 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,781,237 | 29,719 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,220,202 | 29,965 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,990,727 | 29,278 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,612,244 | 29,006 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,225,980 | 29,030 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,410,100 | 29,085 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,813,189 | 29,132 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,686,738 | 30,280 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $4,652,522 | 30,280 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,565,315 | 30,332 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,727,980 | 30,392 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,798,399 | 30,167 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,810,152 | 30,214 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,633,035 | 29,806 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,865,962 | 29,647 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,255,142 | 29,800 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,893,915 | 30,668 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,947,435 | 29,495 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||