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Bernard Wealth Management’s TJX Companies TJX Stock Holding History

Bernard Wealth Management’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 		$20.4K Hold
135
– – 0.01% 190
2026
Q1 		$21.5K Buy
135
+1
+0.7% +$156 0.01% 183
2025
Q4 		$20.6K Hold
134
– – 0.01% 188
2025
Q3 		$19.3K Buy
134
+1
+0.8% +$133 0.01% 186
2025
Q2 		$16.5K Hold
133
– – 0.01% 187
2025
Q1 		$16.2K Hold
133
– – 0.01% 198
2024
Q4 		$16K Buy
+133
New +$15.9K 0.01% 194

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

Bernard Wealth Management's TJX Position: Q2 2026 in Review

Bernard Wealth Management held its TJX Companies (TJX) position steady in Q2 2026 at 135 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #190.

Bernard Wealth Management first reported a position in TJX in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.5K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Bernard Wealth Management held 135 shares of TJX Companies worth $20.4K as of Q2 2026.
  • Bernard Wealth Management left its TJX Companies share count unchanged in Q2 2026.
  • TJX Companies made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Bernard Wealth Management first reported a position in TJX Companies in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's TJX Companies position peaked at $21.5K in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.