Position in TXN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,328,895
+$1,297,773 QoQ
Shares Held
17,878
-13.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#839
of 2,846 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $118,557,814 across 10 Semiconductors names. TXN ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
262,484 | $52,520,423 | |
| 2 | INTC |
Intel Corp
|
102,069 | $14,251,894 | |
| 3 | AVGO |
Broadcom Inc.
|
35,818 | $13,530,249 | |
| 4 | MU |
Micron Technology Inc
|
9,983 | $11,523,276 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
18,847 | $10,948,410 | |
| 6 | TXN |
Texas Instruments Inc
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|
17,878 | $5,328,895 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
10,564 | $3,146,909 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,873 | $3,117,960 |
All Filings in TXN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,328,895 | 17,878 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $4,031,122 | 20,764 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,705,916 | 27,125 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,984,580 | 48,901 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,071,959 | 53,328 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,716,528 | 48,506 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,271,806 | 49,447 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,681,321 | 51,708 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,588,189 | 49,289 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,708,061 | 49,986 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,571,240 | 50,283 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $7,952,885 | 50,015 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,975,741 | 22,085 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,474,243 | 45,558 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,494,013 | 81,673 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,486,102 | 80,670 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $12,534,986 | 68,318 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||