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Briaud Financial Planning’s TJX Companies TJX Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-150
Closed -$18K – 307
2025
Q2 		$18K Buy
+150
New +$19K 0.01% 191

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Briaud Financial Planning's TJX Position: Q3 2025 in Review

Briaud Financial Planning sold out of TJX Companies (TJX) in Q3 2025, closing a stake of 150 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in TJX in Q2 2025 and held it in 1 quarter. The position peaked at $18K in Q2 2025. 2,448 funds tracked by Wall St. Rank hold TJX as of Q3 2025.

  • Briaud Financial Planning reported no remaining TJX Companies position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 150 TJX Companies shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in TJX Companies in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's TJX Companies position peaked at $18K in Q2 2025.
  • 2,448 funds tracked by Wall St. Rank held TJX Companies as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.