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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
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

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

Caldwell Trust's TJX Position: Q1 2026 in Review

Caldwell Trust reduced its TJX Companies (TJX) stake by 1.7% in Q1 2026, selling an estimated $45.9K and leaving 16,724 shares worth $2.67M. The position accounts for 0.24% of the portfolio, ranked #88.

Caldwell Trust first reported a position in TJX in Q4 2019 and has held it in 26 quarters since. 2,722 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Caldwell Trust held 16,724 shares of TJX Companies worth $2.67M as of Q1 2026.
  • Caldwell Trust sold 295 TJX Companies shares in Q1 2026, an estimated $45.9K.
  • TJX Companies made up 0.24% of Caldwell Trust's portfolio in Q1 2026, its #88 holding.
  • Caldwell Trust first reported a position in TJX Companies in Q4 2019 and has held it in 26 quarters since.
  • 2,722 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.