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Asset Planning Inc’s TJX Companies TJX Stock Holding History

Asset Planning Inc’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
Q2 		$281K Buy
1,857
+5
+0.3% +$791 0.18% 72
2026
Q1 		$296K Buy
1,852
+154
+9% +$24K 0.21% 63
2025
Q4 		$261K Buy
1,698
+4
+0.2% +$592 0.18% 73
2025
Q3 		$245K Buy
1,694
+4
+0.2% +$531 0.18% 77
2025
Q2 		$209K Buy
1,690
+573
+51% +$72.7K 0.16% 80
2025
Q1 		$136K Buy
1,117
+3
+0.3% +$364 0.11% 92
2024
Q4 		$135K Buy
+1,114
New +$133K 0.1% 89

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Asset Planning Inc's TJX Position: Q2 2026 in Review

Asset Planning Inc increased its TJX Companies (TJX) stake by 0.27% in Q2 2026, buying an estimated $791 and bringing the position to 1,857 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #72.

Asset Planning Inc first reported a position in TJX in Q4 2024 and has held it in 7 quarters since. The position peaked at $296K in Q1 2026. 2,748 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Asset Planning Inc held 1,857 shares of TJX Companies worth $281K as of Q2 2026.
  • Asset Planning Inc bought 5 TJX Companies shares in Q2 2026, an estimated $791.
  • TJX Companies made up 0.18% of Asset Planning Inc's portfolio in Q2 2026, its #72 holding.
  • Asset Planning Inc first reported a position in TJX Companies in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's TJX Companies position peaked at $296K in Q1 2026.
  • 2,748 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.