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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
Q2 		$258K Buy
1,704
+146
+9% +$23.1K 0.83% 23
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 $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

Berry Wealth Group's TJX Position: Q2 2026 in Review

Berry Wealth Group increased its TJX Companies (TJX) stake by 9.4% in Q2 2026, buying an estimated $23.1K and bringing the position to 1,704 shares worth $258K. The position accounts for 0.83% of the portfolio, ranked #23.

Berry Wealth Group first reported a position in TJX in Q4 2023 and has held it in 11 quarters since. The position peaked at $813K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Berry Wealth Group held 1,704 shares of TJX Companies worth $258K as of Q2 2026.
  • Berry Wealth Group bought 146 TJX Companies shares in Q2 2026, an estimated $23.1K.
  • TJX Companies made up 0.83% of Berry Wealth Group's portfolio in Q2 2026, its #23 holding.
  • Berry Wealth Group first reported a position in TJX Companies in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's TJX Companies position peaked at $813K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.