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Ballast Financial Advisors’s TJX Companies TJX Stock Holding History

Ballast Financial 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 		$325K Buy
2,035
+5
+0.2% +$779 0.33% 50
2025
Q4 		$312K Buy
+2,030
New +$300K 0.32% 52

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 $147M AUM 25.76% 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

Ballast Financial Advisors's TJX Position: Q1 2026 in Review

Ballast Financial Advisors increased its TJX Companies (TJX) stake by 0.25% in Q1 2026, buying an estimated $779 and bringing the position to 2,035 shares worth $325K. The position accounts for 0.33% of the portfolio, ranked #50.

Ballast Financial Advisors first reported a position in TJX in Q4 2025 and has held it in 2 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Ballast Financial Advisors held 2,035 shares of TJX Companies worth $325K as of Q1 2026.
  • Ballast Financial Advisors bought 5 TJX Companies shares in Q1 2026, an estimated $779.
  • TJX Companies made up 0.33% of Ballast Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • Ballast Financial Advisors first reported a position in TJX Companies in Q4 2025 and has held it in 2 quarters since.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Ballast Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.