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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
Q2 		$6.5M Sell
42,885
-1,311
-3% -$207K 0.33% 65
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
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 $3.38T AUM 44.17% 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

Berger Financial Group's TJX Position: Q2 2026 in Review

Berger Financial Group reduced its TJX Companies (TJX) stake by 3% in Q2 2026, selling an estimated $207K and leaving 42,885 shares worth $6.5M. The position accounts for 0.33% of the portfolio, ranked #65.

Berger Financial Group first reported a position in TJX in Q2 2022 and has held it in 13 quarters since. The position peaked at $7.4M in Q4 2025. 2,759 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Berger Financial Group held 42,885 shares of TJX Companies worth $6.5M as of Q2 2026.
  • Berger Financial Group sold 1,311 TJX Companies shares in Q2 2026, an estimated $207K.
  • TJX Companies made up 0.33% of Berger Financial Group's portfolio in Q2 2026, its #65 holding.
  • Berger Financial Group first reported a position in TJX Companies in Q2 2022 and has held it in 13 quarters since.
  • Berger Financial Group's TJX Companies position peaked at $7.4M in Q4 2025.
  • 2,759 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.