Texas Instruments Incorporated
MX ˙ BMV ˙ US8825081040
SecurityMX:TXN / Texas Instruments Incorporated
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership29,497 shares
Latest Disclosed Value $ 5,726,536
Institute for Wealth Management, LLC. reports 0.02% decrease in ownership of TXN / Texas Instruments Incorporated

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 29,497 shares of Texas Instruments Incorporated (MX:TXN) valued at $5,726,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 29,502 shares of Texas Instruments Incorporated. This represents a change in shares of -0.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F TEXAS INSTRS COM 882508104 29,497 -5 -0.02 5,727 11.88 0.6102
2026-01-27 2025-12-31 13F TEXAS INSTRS COM 882508104 29,502 -68 -0.23 5,118 -5.78 0.5423
2025-10-17 2025-09-30 13F TEXAS INSTRS COM 882508104 29,570 51 0.17 5,433 -11.36 0.5659
2025-07-18 2025-06-30 13F TEXAS INSTRS COM 882508104 29,519 32 0.11 6,129 15.67 0.6834
2025-04-21 2025-03-31 13F TEXAS INSTRS COM 882508104 29,487 -135 -0.46 5,299 -4.61 0.6798
2025-01-23 2024-12-31 13F TEXAS INSTRS COM 882508104 29,622 -40 -0.13 5,554 -9.35 0.6958
2024-11-12 2024-09-30 13F TEXAS INSTRS COM 882508104 29,662 -57 -0.19 6,127 5.99 0.7732
2024-07-25 2024-06-30 13F TEXAS INSTRS COM 882508104 29,719 -246 -0.82 5,781 10.75 0.7749
2024-04-30 2024-03-31 13F TEXAS INSTRS COM 882508104 29,965 687 2.35 5,220 4.61 0.6728
2024-01-31 2023-12-31 13F TEXAS INSTRS COM 882508104 29,278 272 0.94 4,991 8.20 0.8097
2023-10-13 2023-09-30 13F TEXAS INSTRS COM 882508104 29,006 -24 -0.08 4,612 -11.73 0.8318
2023-07-25 2023-06-30 13F TEXAS INSTRS COM 882508104 29,030 -55 -0.19 5,226 -3.42 0.8815
2023-04-20 2023-03-31 13F TEXAS INSTRS COM 882508104 29,085 -47 -0.16 5,410 12.40 1.0332
2023-02-02 2022-12-31 13F TEXAS INSTRS COM 882508104 29,132 -1,148 -3.79 4,813 2.69 1.0118
2022-10-18 2022-09-30 13F TEXAS INSTRS COM 882508104 30,280 0 0.00 4,687 0.73 1.0517
2022-07-25 2022-06-30 13F TEXAS INSTRS COM 882508104 30,280 -52 -0.17 4,653 -16.39 0.9136
2022-04-29 2022-03-31 13F TEXAS INSTRS COM 882508104 30,332 -60 -0.20 5,565 -2.85 0.9004
2022-01-21 2021-12-31 13F TEXAS INSTRS COM 882508104 30,392 225 0.75 5,728 -1.21 0.9332
2021-11-15 2021-09-30 13F TEXAS INSTRS COM 882508104 30,167 -47 -0.16 5,798 -0.21 1.0176
2021-07-21 2021-06-30 13F TEXAS INSTRS COM 882508104 30,214 408 1.37 5,810 3.14 1.0201
2021-05-04 2021-03-31 13F TEXAS INSTRS COM 882508104 29,806 159 0.54 5,633 15.76 1.0710
2021-02-01 2020-12-31 13F TEXAS INSTRS COM 882508104 29,647 -153 -0.51 4,866 14.36 0.9674
2020-11-03 2020-09-30 13F TEXAS INSTRS COM 882508104 29,800 -868 -2.83 4,255 9.27 0.9714
2020-07-30 2020-06-30 13F TEXAS INSTRS COM 882508104 30,668 1,173 3.98 3,894 32.13 0.9533
2020-04-29 2020-03-31 13F TEXAS INSTRS COM 882508104 29,495 -122 -0.41 2,947 -22.45 0.9087
2020-02-27 2019-12-31 13F/A-1 TEXAS INSTRS COM 882508104 29,617 -121 -0.41 3,800 -1.12 0.8581
2020-01-27 2019-12-31 13F TEXAS INSTRS COM 882508104 3,800 -25,938 3,800 882,436.2672
2019-10-28 2019-09-30 13F TEXAS INSTRS COM 882508104 29,738 -356 -1.18 3,843 11.26 0.9687
2019-08-02 2019-06-30 13F TEXAS INSTRS COM 882508104 30,094 -2,657 -8.11 3,454 -0.58 0.7645
2019-05-15 2019-03-31 13F TEXAS INSTRS COM 882508104 32,751 32,751 3,474 0.7553
2019-02-08 2018-12-31 13F TEXAS INSTRS COM 882508104 0 -32,569 -100.00 0 -100.00
2018-10-29 2018-09-30 13F TEXAS INSTRS COM 882508104 32,569 -170 -0.52 3,459 -4.24 1.1674
2018-08-10 2018-06-30 13F TEXAS INSTRS COM 882508104 32,739 242 0.74 3,612 9.59 1.1509
2018-05-15 2018-03-31 13F TEXAS INSTRS COM 882508104 32,497 -386 -1.17 3,296 -3.96 0.9715
2018-02-12 2017-12-31 13F TEXAS INSTRS COM 882508104 32,883 -216 -0.65 3,432 15.71 0.7922
2017-11-14 2017-09-30 13F TEXAS INSTRS COM 882508104 33,099 -102 -0.31 2,966 16.04 0.9644
2017-08-14 2017-06-30 13F TEXAS INSTRS COM 882508104 33,201 33,201 2,556 0.7032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.