Blue Bell Private Wealth Management’s TJX Companies TJX Stock Holding History

Blue Bell Private 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	$420K	Buy	2,773 +23	+0.8%	+$3.64K	0.05%	212
2026 Q1	$439K	Hold	2,750	–	–	0.06%	181
2025 Q4	$422K	Hold	2,750	–	–	0.06%	177
2025 Q3	$397K	Hold	2,750	–	–	0.06%	172
2025 Q2	$340K	Buy	2,750 +1,250	+83%	+$159K	0.06%	176
2025 Q1	$183K	Sell	1,500 -69	-4%	-$8.38K	0.03%	230
2024 Q4	$190K	Hold	1,569	–	–	0.04%	214
2024 Q3	$184K	Hold	1,569	–	–	0.04%	218
2024 Q2	$173K	Hold	1,569	–	–	0.04%	210
2024 Q1	$159K	Buy	1,569 +10	+0.6%	+$969	0.03%	209
2023 Q4	$146K	Hold	1,559	–	–	0.04%	193
2023 Q3	$139K	Hold	1,559	–	–	0.04%	171
2023 Q2	$132K	Buy	1,559 +37	+2%	+$2.92K	0.04%	168
2023 Q1	$119K	Hold	1,522	–	–	0.04%	161
2022 Q4	$121K	Hold	1,522	–	–	0.04%	146
2022 Q3	$95K	Hold	1,522	–	–	0.03%	162
2022 Q2	$85K	Sell	1,522 -100	-6%	-$6.05K	0.03%	176
2022 Q1	$98K	Hold	1,622	–	–	0.03%	169
2021 Q4	$123K	Buy	+1,622	New	+$113K	0.03%	146
2016 Q4	–	Sell	-1,500	Closed	-$57K	–	384
2016 Q3	$57K	Hold	1,500	–	–	0.03%	194
2016 Q2	$58K	Hold	1,500	–	–	0.04%	197
2016 Q1	$59K	Hold	1,500	–	–	0.04%	206
2015 Q4	$53K	Hold	1,500	–	–	0.04%	210
2015 Q3	$54K	Hold	1,500	–	–	0.04%	204
2015 Q2	$50K	Hold	1,500	–	–	0.03%	221
2015 Q1	$52K	Hold	1,500	–	–	0.03%	214
2014 Q4	$51K	Hold	1,500	–	–	0.03%	224
2014 Q3	$44K	Hold	1,500	–	–	0.03%	242
2014 Q2	$40K	Hold	1,500	–	–	0.02%	244
2014 Q1	$45K	Hold	1,500	–	–	0.03%	200
2013 Q4	$48K	Buy	+1,500	New	+$45.5K	0.04%	195

Other funds holding TJX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blue Bell Private Wealth Management's TJX Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its TJX Companies (TJX) stake by 0.84% in Q2 2026, buying an estimated $3.64K and bringing the position to 2,773 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #212.

Blue Bell Private Wealth Management first reported a position in TJX in Q4 2013 and has held it in 31 quarters since. The position peaked at $439K in Q1 2026. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Blue Bell Private Wealth Management held 2,773 shares of TJX Companies worth $420K as of Q2 2026.
Blue Bell Private Wealth Management bought 23 TJX Companies shares in Q2 2026, an estimated $3.64K.
TJX Companies made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #212 holding.
Blue Bell Private Wealth Management first reported a position in TJX Companies in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's TJX Companies position peaked at $439K in Q1 2026.
2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.