3
TXN
TEXAS INSTRS INC · Information Technology
Consensus score 3/100 · #148 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-09-30
vs 50-day avg
+0.5%
21-day momentum
+7.7%
recent volume
—
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
2.2%
of their portfolios
Combined value
$1.48B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fundsmith Concentrated | 3.9% | $536M | TRIM |
| Davis Advisors Concentrated | 3.1% | $727M | TRIM |
| Markel Group Concentrated | 1.6% | $216M | HOLD |
| Brave Warrior Concentrated | 0.0% | $301K | NEW |
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.