Carret Asset Management’s TJX Companies TJX Stock Holding History

Carret Asset 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 Q1	$230K	Hold	1,441	–	–	0.02%	267
2025 Q4	$221K	Hold	1,441	–	–	0.02%	278
2025 Q3	$208K	Buy	+1,441	New	+$191K	0.02%	278
2021 Q4	–	Sell	-5,466	Closed	-$361K	–	301
2021 Q3	$361K	Sell	5,466 -9,114	-63%	-$636K	0.04%	216
2021 Q2	$983K	Sell	14,580 -2,634	-15%	-$180K	0.12%	148
2021 Q1	$1.14M	Buy	17,214 +4,900	+40%	+$328K	0.14%	135
2020 Q4	$841K	Buy	+12,314	New	+$749K	0.11%	143

Other funds holding TJX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Carret Asset Management's TJX Position: Q1 2026 in Review

Carret Asset Management held its TJX Companies (TJX) position steady in Q1 2026 at 1,441 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #267.

Carret Asset Management first reported a position in TJX in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2021. 2,722 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Carret Asset Management held 1,441 shares of TJX Companies worth $230K as of Q1 2026.
Carret Asset Management left its TJX Companies share count unchanged in Q1 2026.
TJX Companies made up 0.02% of Carret Asset Management's portfolio in Q1 2026, its #267 holding.
Carret Asset Management first reported a position in TJX Companies in Q4 2020 and has held it in 7 quarters since.
Carret Asset Management's TJX Companies position peaked at $1.14M in Q1 2021.
2,722 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.