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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
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 $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 $137B AUM 18.02% 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

Bernard Wealth Management's TJX Position: Q1 2026 in Review

Bernard Wealth Management increased its TJX Companies (TJX) stake by 0.75% in Q1 2026, buying an estimated $156 and bringing the position to 135 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #183.

Bernard Wealth Management first reported a position in TJX in Q4 2024 and has held it in 6 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Bernard Wealth Management held 135 shares of TJX Companies worth $21.5K as of Q1 2026.
  • Bernard Wealth Management bought 1 TJX Companies share in Q1 2026, an estimated $156.
  • TJX Companies made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #183 holding.
  • Bernard Wealth Management first reported a position in TJX Companies in Q4 2024 and has held it in 6 quarters since.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.