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Beta Wealth Group’s TJX Companies TJX Stock Holding History

Beta 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 		$1.05M Buy
6,602
+802
+14% +$125K 0.44% 43
2025
Q4 		$891K Sell
5,800
-203
-3% -$30K 0.36% 48
2025
Q3 		$868K Buy
6,003
+300
+5% +$39.9K 0.34% 48
2025
Q2 		$704K Buy
5,703
+2
+0% +$254 0.26% 50
2025
Q1 		$694K Sell
5,701
-99
-2% -$12K 0.25% 49
2024
Q4 		$701K Buy
+5,800
New +$692K 0.31% 51
2024
Q3 		– Sell
-5,704
Closed -$628K – 110
2024
Q2 		$628K Sell
5,704
-126
-2% -$12.7K 0.3% 56
2024
Q1 		$591K Buy
5,830
+28
+0.5% +$2.71K 0.29% 55
2023
Q4 		$544K Sell
5,802
-99
-2% -$8.88K 0.29% 55
2023
Q3 		$524K Buy
5,901
+401
+7% +$35.3K 0.31% 58
2023
Q2 		$466K Buy
5,500
+600
+12% +$47.3K 0.27% 65
2023
Q1 		$384K Buy
4,900
+200
+4% +$15.7K 0.22% 69
2022
Q4 		$374K Buy
4,700
+200
+4% +$14.8K 0.25% 70
2022
Q3 		$280K Buy
4,500
+100
+2% +$6.28K 0.2% 72
2022
Q2 		$246K Sell
4,400
-53,255
-92% -$3.22M 0.16% 73
2022
Q1 		$3.49M Buy
+57,655
New +$3.86M 2.34% 12

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

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

Beta Wealth Group increased its TJX Companies (TJX) stake by 14% in Q1 2026, buying an estimated $125K and bringing the position to 6,602 shares worth $1.05M. The position accounts for 0.44% of the portfolio, ranked #43.

Beta Wealth Group first reported a position in TJX in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.49M in Q1 2022. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Beta Wealth Group held 6,602 shares of TJX Companies worth $1.05M as of Q1 2026.
  • Beta Wealth Group bought 802 TJX Companies shares in Q1 2026, an estimated $125K.
  • TJX Companies made up 0.44% of Beta Wealth Group's portfolio in Q1 2026, its #43 holding.
  • Beta Wealth Group first reported a position in TJX Companies in Q1 2022 and has held it in 16 quarters since.
  • Beta Wealth Group's TJX Companies position peaked at $3.49M in Q1 2022.
  • 2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.