Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

TXN holding history

Texas Instruments Inc in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TXN overview All 13F holders of TXN Full Q2 2026 holdings

Shares (Q2 2026): 8,014
Value: $2.39M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of TXN by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,014	$2.39M	0.2%	−272−3.3%	Reduced	Holders
Q1 2026	8,286	$1.61M	0.2%	−7−0.1%	Reduced	Holders
Q4 2025	8,293	$1.44M	0.1%	+1,245+17.7%	Added	Holders
Q3 2025	7,048	$1.29M	0.1%	+228+3.3%	Added	Holders
Q2 2025	6,820	$1.42M	0.1%	+8+0.1%	Added	Holders
Q1 2025	6,812	$1.22M	0.1%	+165+2.5%	Added	Holders
Q4 2024	6,647	$1.25M	0.1%	−30−0.4%	Reduced	Holders
Q3 2024	6,677	$1.38M	0.1%	−47−0.7%	Reduced	Holders
Q2 2024	6,724	$1.31M	0.1%	−236−3.4%	Reduced	Holders
Q1 2024	6,960	$1.21M	0.1%	−38,980−84.8%	Reduced	Holders
Q4 2023	45,940	$7.83M	0.9%	−257−0.6%	Reduced	Holders
Q3 2023	46,197	$7.35M	0.9%	−190−0.4%	Reduced	Holders
Q2 2023	46,387	$8.35M	1.0%	+723+1.6%	Added	Holders
Q1 2023	45,664	$8.49M	1.1%	+975+2.2%	Added	Holders
Q4 2022	44,689	$7.38M	1.0%	+1,281+3.0%	Added	Holders
Q3 2022	43,408	$6.72M	1.0%	+1,879+4.5%	Added	Holders
Q2 2022	41,529	$6.38M	0.9%	+2,152+5.5%	Added	Holders
Q1 2022	39,377	$7.22M	0.9%	+4,274+12.2%	Added	Holders
Q4 2021	35,103	$6.62M	0.8%	+1,119+3.3%	Added	Holders
Q3 2021	33,984	$6.53M	0.9%	−172−0.5%	Reduced	Holders
Q2 2021	34,156	$6.57M	0.9%	−835−2.4%	Reduced	Holders
Q1 2021	34,991	$6.63M	1.0%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.