Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TJX Companies TJX Stock Holding History

Carson Wealth (CWM LLC)’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 		$62.5M Buy
391,333
+18,691
+5% +$2.91M 0.16% 132
2025
Q4 		$57.2M Buy
372,642
+19,910
+6% +$2.94M 0.16% 126
2025
Q3 		$51M Buy
352,732
+39,816
+13% +$5.29M 0.15% 127
2025
Q2 		$38.6M Buy
312,916
+6,479
+2% +$822K 0.14% 137
2025
Q1 		$37.3M Sell
306,437
-384
-0.1% -$46.6K 0.15% 132
2024
Q4 		$37.1M Buy
306,821
+14,788
+5% +$1.77M 0.15% 122
2024
Q3 		$34.3M Buy
292,033
+194,976
+201% +$22.4M 0.15% 130
2024
Q2 		$10.7M Buy
97,057
+5,753
+6% +$579K 0.05% 285
2024
Q1 		$9.26M Buy
91,304
+2,925
+3% +$284K 0.05% 304
2023
Q4 		$8.29M Buy
88,379
+17,865
+25% +$1.6M 0.04% 298
2023
Q3 		$6.27M Buy
70,514
+38,431
+120% +$3.38M 0.04% 322
2023
Q2 		$2.72M Buy
32,083
+1,716
+6% +$135K 0.02% 463
2023
Q1 		$2.38M Sell
30,367
-446
-1% -$35.1K 0.02% 451
2022
Q4 		$2.45M Buy
30,813
+2,453
+9% +$181K 0.02% 419
2022
Q3 		$1.76M Buy
28,360
+8,927
+46% +$561K 0.01% 436
2022
Q2 		$1.08M Buy
19,433
+4,953
+34% +$300K 0.01% 546
2022
Q1 		$877K Buy
14,480
+158
+1% +$10.6K 0.01% 594
2021
Q4 		$1.09M Buy
+14,322
New +$993K 0.01% 561
2021
Q2 		$13.4M Hold
198,775
– – 0.11% 172
2021
Q1 		$13.4M Hold
198,775
– – 0.11% 172
2020
Q4 		$13.4M Hold
198,775
– – 0.11% 172
2020
Q3 		$13.4M Hold
198,775
– – 0.11% 172
2020
Q2 		$13.4M Hold
198,775
– – 0.11% 172
2020
Q1 		$13.4M Hold
198,775
– – 0.11% 172
2019
Q4 		$13.4M Hold
198,775
– – 0.11% 172
2019
Q3 		$13.4M Hold
198,775
– – 0.11% 172
2019
Q2 		$13.4M Hold
198,775
– – 0.11% 172
2019
Q1 		$13.4M Sell
198,775
-448,193
-69% -$22.3M 0.11% 172
2018
Q4 		$28.9M Buy
646,968
+40,518
+7% +$2.05M 0.72% 26
2018
Q3 		$34M Sell
606,450
-6,190
-1% -$318K 0.87% 18
2018
Q2 		$29.2M Sell
612,640
-108,524
-15% -$4.76M 0.96% 21
2018
Q1 		$29.4M Buy
721,164
+132,566
+23% +$5.24M 1.17% 19
2017
Q4 		$22.5M Buy
588,598
+107,580
+22% +$3.9M 1% 29
2017
Q3 		$17.7M Buy
481,018
+479,972
+45,886% +$17.1M 0.84% 36
2017
Q2 		$38K Buy
1,046
+30
+3% +$1.13K ﹤0.01% 517
2017
Q1 		$40K Sell
1,016
-222
-18% -$8.56K ﹤0.01% 498
2016
Q4 		$47K Buy
1,238
+222
+22% +$8.39K ﹤0.01% 458
2016
Q3 		$38K Hold
1,016
– – ﹤0.01% 461
2016
Q2 		$39K Buy
+1,016
New +$38.8K ﹤0.01% 397
2016
Q1 		– Sell
-52
Closed -$2K – 813
2015
Q4 		$2K Buy
+52
New +$1.85K ﹤0.01% 606
2015
Q1 		– Sell
-101,630
Closed -$3.48M – 191
2014
Q4 		$3.48M Buy
101,630
+67,164
+195% +$2.14M 0.42% 93
2014
Q3 		$1.02M Buy
34,466
+25,234
+273% +$712K 0.15% 127
2014
Q2 		$245K Buy
+9,232
New +$263K 0.04% 162
2014
Q1 		– Sell
-1,020
Closed -$33K – 453
2013
Q4 		$33K Buy
1,020
+166
+19% +$5.03K 0.01% 313
2013
Q3 		$24K Buy
+854
New +$22.7K 0.01% 251

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 $147M AUM 25.76% 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

Carson Wealth (CWM LLC)'s TJX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TJX Companies (TJX) stake by 5% in Q1 2026, buying an estimated $2.91M and bringing the position to 391,333 shares worth $62.5M. The position accounts for 0.16% of the portfolio, ranked #132.

Carson Wealth (CWM LLC) first reported a position in TJX in Q3 2013 and has held it in 45 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 391,333 shares of TJX Companies worth $62.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,691 TJX Companies shares in Q1 2026, an estimated $2.91M.
  • TJX Companies made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #132 holding.
  • Carson Wealth (CWM LLC) first reported a position in TJX Companies in Q3 2013 and has held it in 45 quarters since.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.