Principle Wealth Partners LLC TXN — TEXAS INSTRS INC COM

Ownership history in Principle Wealth Partners LLC  ·  25 quarters on record

AI Ownership Summary

Principle Wealth Partners LLC reported TEXAS INSTRS INC COM (TXN) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q2. The latest visible filing shows TXN at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Principle Wealth Partners LLC's position in TEXAS INSTRS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TXN was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TXN stock page Principle Wealth Partners LLC fund profile Principle Wealth Partners LLC full holdings
How Principle Wealth Partners LLC held TXN — position size vs. price
% of Fund (quarterly)    TXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,618 +10 +0.1% 0.18% $3.2M 2026-05-07 $285.24
2025 Q4 REDUCED 38.3% +12.6% ❌ 16,608 -10,309 -38.3% 0.16% $2.9M 2026-02-06 $220.32
2025 Q3 REDUCED 6.0% -3.5% ✅ 26,917 -1,713 -6.0% 0.29% $4.9M 2025-11-03 $159.60
2025 Q2 ADDED — — — 28,630 +26 +0.1% 0.37% $5.9M 2025-07-30 $184.35
2025 Q1 ADDED — — — 28,604 +263 +0.9% 0.37% $5.1M 2025-05-06 $156.69
2024 Q4 REDUCED — — — 28,341 -94 -0.3% 0.37% $5.3M 2025-01-29 $172.59
2024 Q3 REDUCED — — — 28,435 -297 -1.0% 0.42% $5.9M 2024-11-13 $196.96
2024 Q2 REDUCED — — — 28,732 -8 -0.0% 0.43% $5.6M 2024-08-13 $187.61
2024 Q1 ADDED — — — 28,740 +405 +1.4% 0.39% $5.0M 2024-04-23 $155.25
2023 Q4 ADDED — — — 28,335 +630 +2.3% 0.42% $4.8M 2024-02-05 $149.09
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TXN

As of 2026 Q1 — sorted by position size

Indivisible Partners 22.17% CALEDONIA INVESTMENTS PLC 3Y 7Y 11.75% Metropolis Capital Ltd 3Y 7Y 7.66% Drystone LLC 3Y 5.59% Silverberg Bernstein Capital Management LLC 5.08% PICTET BANK & TRUST Ltd 3Y 7Y 4.59% Northside Capital Management, LLC 3Y 7Y 4.04% Guinness Asset Management LTD 3Y 7Y 3.87% Local Pensions Partnership Investment Ltd 3.81% James Hambro & Partners LLP 3Y 7Y 3.77%

FAQ About Principle Wealth Partners LLC and TXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Principle Wealth Partners LLC reported owning TXN?

Principle Wealth Partners LLC reported TXN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TXN position in Principle Wealth Partners LLC's portfolio?

The largest reported portfolio weight for TXN was 0.43% in 2024 Q2.

What is the latest reported TXN position on this page?

The most recent filing on this page is 2026 Q1, when Principle Wealth Partners LLC reported 16,618 shares, equal to 0.18% of portfolio, with an estimated market value of $3.2M.

What does the chart on this TXN ownership page compare?

The chart compares Principle Wealth Partners LLC's quarterly TXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Principle Wealth Partners LLC time their TXN position?

Based on 13F filing dates vs. subsequent TXN price moves, Principle Wealth Partners LLC correctly timed 16 out of 23 reported position changes (70%). The annualised alpha on TXN relative to SPY over the holding period was +1.6%.

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