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TXN
TEXAS INSTRS INC · Information Technology
Consensus score 4/100 · #96 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
2.6%
of their portfolios
Combined value
$1.20B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fundsmith Concentrated | 4.0% | $509M | HOLD |
| Davis Advisors Concentrated | 2.5% | $553M | HOLD |
| Markel Group Concentrated | 1.2% | $141M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.