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Arete Wealth Advisors’s TJX Companies TJX Stock Holding History

Arete Wealth Advisors’s Portfolio TJX Stock Details TJX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,173
Closed -$1.56M – 702
2025
Q4 		$1.56M Sell
10,173
-1,318
-11% -$195K 0.1% 210
2025
Q3 		$1.66M Buy
11,491
+522
+5% +$69.4K 0.1% 197
2025
Q2 		$1.35M Buy
10,969
+871
+9% +$110K 0.1% 211
2025
Q1 		$1.23M Sell
10,098
-250
-2% -$30.3K 0.09% 221
2024
Q4 		$1.25M Buy
10,348
+3,284
+46% +$392K 0.09% 221
2024
Q3 		$828K Sell
7,064
-1,928
-21% -$221K 0.07% 256
2024
Q2 		$992K Buy
+8,992
New +$906K 0.08% 236
2024
Q1 		– Sell
-5,189
Closed -$487K – 696
2023
Q4 		$487K Buy
5,189
+514
+11% +$46.1K 0.04% 406
2023
Q3 		$416K Sell
4,675
-8,124
-63% -$715K 0.07% 271
2023
Q2 		$1.08M Buy
12,799
+6,329
+98% +$499K 0.1% 204
2023
Q1 		$507K Sell
6,470
-6,084
-48% -$479K 0.04% 342
2022
Q4 		$999M Buy
12,554
+90
+0.7% +$6.64K 0.09% 202
2022
Q3 		$774K Buy
12,464
+8,596
+222% +$540K 0.08% 220
2022
Q2 		$521K Buy
+3,868
New +$234K 0.05% 236
2022
Q1 		– Sell
-3,142
Closed -$240K – 550
2021
Q4 		$240K Buy
+3,142
New +$218K 0.02% 428
2021
Q2 		– Sell
-3,130
Closed -$207K – 433
2021
Q1 		$207K Buy
+3,130
New +$209K 0.03% 395
2020
Q4 		– Sell
-8,236
Closed -$475K – 449
2020
Q3 		$475K Sell
8,236
-4,255
-34% -$229K 0.07% 218
2020
Q2 		$632K Buy
12,491
+378
+3% +$19K 0.11% 193
2020
Q1 		$577K Buy
12,113
+507
+4% +$29.2K 0.11% 177
2019
Q4 		$709K Sell
11,606
-23
-0.2% -$1.36K 0.12% 187
2019
Q3 		$649K Buy
11,629
+463
+4% +$25.2K 0.12% 187
2019
Q2 		$591K Buy
11,166
+367
+3% +$19.5K 0.11% 197
2019
Q1 		$575K Buy
10,799
+3,763
+53% +$188K 0.12% 193
2018
Q4 		$315K Buy
+7,036
New +$356K 0.08% 264

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arete Wealth Advisors's TJX Position: Q1 2026 in Review

Arete Wealth Advisors sold out of TJX Companies (TJX) in Q1 2026, closing a stake of 10,173 shares — an estimated $1.56M sold.

Arete Wealth Advisors first reported a position in TJX in Q4 2018 and held it in 24 quarters. The position peaked at $999M in Q4 2022. 2,721 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Arete Wealth Advisors reported no remaining TJX Companies position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,173 TJX Companies shares in Q1 2026, an estimated $1.56M.
  • Arete Wealth Advisors first reported a position in TJX Companies in Q4 2018 and held it in 24 quarters.
  • Arete Wealth Advisors's TJX Companies position peaked at $999M in Q4 2022.
  • 2,721 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.