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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Asset Planning Inc's TJX Position: Q1 2026 in Review

Asset Planning Inc increased its TJX Companies (TJX) stake by 9.1% in Q1 2026, buying an estimated $24K and bringing the position to 1,852 shares worth $296K. The position accounts for 0.21% of the portfolio, ranked #63.

Asset Planning Inc first reported a position in TJX in Q4 2024 and has held it in 6 quarters since. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Asset Planning Inc held 1,852 shares of TJX Companies worth $296K as of Q1 2026.
Asset Planning Inc bought 154 TJX Companies shares in Q1 2026, an estimated $24K.
TJX Companies made up 0.21% of Asset Planning Inc's portfolio in Q1 2026, its #63 holding.
Asset Planning Inc first reported a position in TJX Companies in Q4 2024 and has held it in 6 quarters since.
2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.