Caldwell Trust
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Caldwell Trust’s TJX Companies TJX Stock Holding History

Caldwell Trust’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
Q3 		$3.37M Buy
25,466
+2,719
+12% +$392K 0.27% 79
2026
Q2 		$3.45M Buy
22,747
+6,023
+36% +$952K 0.28% 77
2026
Q1 		$2.67M Sell
16,724
-295
-2% -$45.9K 0.24% 88
2025
Q4 		$2.61M Sell
17,019
-239
-1% -$35.3K 0.23% 88
2025
Q3 		$2.49M Sell
17,258
-266
-2% -$35.3K 0.23% 91
2025
Q2 		$2.16M Sell
17,524
-409
-2% -$51.9K 0.22% 98
2025
Q1 		$2.18M Buy
17,933
+78
+0.4% +$9.47K 0.23% 92
2024
Q4 		$2.16M Sell
17,855
-706
-4% -$84.3K 0.23% 93
2024
Q3 		$2.18M Sell
18,561
-535
-3% -$61.3K 0.23% 94
2024
Q2 		$2.1M Buy
19,096
+1,035
+6% +$104K 0.23% 92
2024
Q1 		$1.83M Sell
18,061
-139
-0.8% -$13.5K 0.21% 99
2023
Q4 		$1.71M Sell
18,200
-186
-1% -$16.7K 0.22% 103
2023
Q3 		$1.63M Sell
18,386
-1,651
-8% -$145K 0.22% 98
2023
Q2 		$1.7M Sell
20,037
-384
-2% -$30.3K 0.22% 99
2023
Q1 		$1.6M Buy
20,421
+415
+2% +$32.7K 0.22% 101
2022
Q4 		$1.59M Buy
20,006
+925
+5% +$68.3K 0.23% 103
2022
Q3 		$1.19M Buy
19,081
+1,069
+6% +$67.1K 0.18% 113
2022
Q2 		$1.01M Sell
18,012
-1,249
-6% -$75.6K 0.14% 131
2022
Q1 		$1.17M Buy
19,261
+348
+2% +$23.3K 0.14% 129
2021
Q4 		$1.44M Buy
18,913
+928
+5% +$64.4K 0.17% 112
2021
Q3 		$1.19M Sell
17,985
-1,870
-9% -$131K 0.15% 122
2021
Q2 		$1.34M Sell
19,855
-826
-4% -$56.3K 0.18% 104
2021
Q1 		$1.37M Buy
20,681
+77
+0.4% +$5.15K 0.19% 103
2020
Q4 		$1.41M Sell
20,604
-57
-0.3% -$3.47K 0.21% 98
2020
Q3 		$1.15M Sell
20,661
-6,529
-24% -$352K 0.19% 106
2020
Q2 		$1.37M Sell
27,190
-2,007
-7% -$101K 0.23% 95
2020
Q1 		$1.4M Buy
29,197
+2,388
+9% +$137K 0.26% 85
2019
Q4 		$1.64M Buy
+26,809
New +$1.59M 0.25% 93

Other funds holding TJX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Caldwell Trust's TJX Position: Q3 2026 in Review

Caldwell Trust increased its TJX Companies (TJX) stake by 12% in Q3 2026, buying an estimated $392K and bringing the position to 25,466 shares worth $3.37M. The position accounts for 0.27% of the portfolio, ranked #79.

Caldwell Trust first reported a position in TJX in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.45M in Q2 2026. 1,624 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Caldwell Trust held 25,466 shares of TJX Companies worth $3.37M as of Q3 2026.
  • Caldwell Trust bought 2,719 TJX Companies shares in Q3 2026, an estimated $392K.
  • TJX Companies made up 0.27% of Caldwell Trust's portfolio in Q3 2026, its #79 holding.
  • Caldwell Trust first reported a position in TJX Companies in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's TJX Companies position peaked at $3.45M in Q2 2026.
  • 1,624 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.