Berger Financial Group’s TJX Companies TJX Stock Holding History

Berger Financial Group’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	$7.06M	Sell	44,196 -3,947	-8%	-$615K	0.4%	52
2025 Q4	$7.4M	Sell	48,143 -299	-0.6%	-$44.2K	0.43%	51
2025 Q3	$7M	Buy	48,442 +161	+0.3%	+$21.4K	0.42%	50
2025 Q2	$5.96M	Buy	48,281 +231	+0.5%	+$29.3K	0.39%	61
2025 Q1	$5.85M	Sell	48,050 -2,860	-6%	-$347K	0.41%	60
2024 Q4	$6.15M	Buy	50,910 +452	+0.9%	+$54K	0.42%	53
2024 Q3	$5.93M	Sell	50,458 -547	-1%	-$62.7K	0.43%	54
2024 Q2	$5.62M	Sell	51,005 -145	-0.3%	-$14.6K	0.45%	50
2024 Q1	$5.19M	Buy	+51,150	New	+$4.96M	0.43%	65
2023 Q1	–	Sell	-65,021	Closed	-$5.18M	–	287
2022 Q4	$5.18M	Buy	65,021 +1,948	+3%	+$144K	0.68%	45
2022 Q3	$3.92M	Buy	63,073 +2,918	+5%	+$183K	0.58%	50
2022 Q2	$3.36M	Buy	+60,155	New	+$3.64M	0.49%	58

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 $147M AUM 25.76% 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

Berger Financial Group's TJX Position: Q1 2026 in Review

Berger Financial Group reduced its TJX Companies (TJX) stake by 8.2% in Q1 2026, selling an estimated $615K and leaving 44,196 shares worth $7.06M. The position accounts for 0.4% of the portfolio, ranked #52.

Berger Financial Group first reported a position in TJX in Q2 2022 and has held it in 12 quarters since. The position peaked at $7.4M in Q4 2025. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Berger Financial Group held 44,196 shares of TJX Companies worth $7.06M as of Q1 2026.
Berger Financial Group sold 3,947 TJX Companies shares in Q1 2026, an estimated $615K.
TJX Companies made up 0.4% of Berger Financial Group's portfolio in Q1 2026, its #52 holding.
Berger Financial Group first reported a position in TJX Companies in Q2 2022 and has held it in 12 quarters since.
Berger Financial Group's TJX Companies position peaked at $7.4M in Q4 2025.
2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.