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Berry Wealth Group’s TJX Companies TJX Stock Holding History

Berry Wealth 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 		$249K Sell
1,558
-2
-0.1% -$311 0.93% 23
2025
Q4 		$240K Sell
1,560
-15
-1% -$2.22K 0.84% 24
2025
Q3 		$228K Sell
1,575
-5,007
-76% -$665K 0.74% 29
2025
Q2 		$813K Buy
6,582
+1,069
+19% +$136K 0.57% 36
2025
Q1 		$671K Buy
5,513
+680
+14% +$82.5K 0.53% 38
2024
Q4 		$584K Buy
4,833
+862
+22% +$103K 0.42% 39
2024
Q3 		$467K Sell
3,971
-691
-15% -$79.2K 0.33% 42
2024
Q2 		$513K Buy
4,662
+1,115
+31% +$112K 0.41% 37
2024
Q1 		$360K Sell
3,547
-2,096
-37% -$203K 0.3% 44
2023
Q4 		$529K Buy
+5,643
New +$506K 0.49% 35

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

Berry Wealth Group's TJX Position: Q1 2026 in Review

Berry Wealth Group reduced its TJX Companies (TJX) stake by 0.13% in Q1 2026, selling an estimated $311 and leaving 1,558 shares worth $249K. The position accounts for 0.93% of the portfolio, ranked #23.

Berry Wealth Group first reported a position in TJX in Q4 2023 and has held it in 10 quarters since. The position peaked at $813K in Q2 2025. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Berry Wealth Group held 1,558 shares of TJX Companies worth $249K as of Q1 2026.
  • Berry Wealth Group sold 2 TJX Companies shares in Q1 2026, an estimated $311.
  • TJX Companies made up 0.93% of Berry Wealth Group's portfolio in Q1 2026, its #23 holding.
  • Berry Wealth Group first reported a position in TJX Companies in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's TJX Companies position peaked at $813K in Q2 2025.
  • 2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.