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Center for Financial Planning’s TJX Companies TJX Stock Holding History

Center for 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
2026
Q2 		$446K Sell
2,946
-50
-2% -$7.91K 0.04% 117
2026
Q1 		$478K Hold
2,996
– – 0.05% 112
2025
Q4 		$460K Sell
2,996
-430
-13% -$63.6K 0.05% 113
2025
Q3 		$495K Sell
3,426
-100
-3% -$13.3K 0.05% 110
2025
Q2 		$435K Buy
3,526
+470
+15% +$59.6K 0.05% 111
2025
Q1 		$372K Buy
3,056
+29
+1% +$3.52K 0.05% 117
2024
Q4 		$366K Buy
3,027
+459
+18% +$54.8K 0.05% 111
2024
Q3 		$302K Sell
2,568
-797
-24% -$91.4K 0.04% 123
2024
Q2 		$370K Buy
3,365
+10
+0.3% +$1.01K 0.05% 106
2024
Q1 		$340K Buy
3,355
+176
+6% +$17.1K 0.05% 114
2023
Q4 		$298K Hold
3,179
– – 0.05% 115
2023
Q3 		$283K Buy
3,179
+11
+0.3% +$969 0.06% 106
2023
Q2 		$269K Hold
3,168
– – 0.06% 121
2023
Q1 		$248K Sell
3,168
-155
-5% -$12.2K 0.06% 123
2022
Q4 		$265K Buy
3,323
+467
+16% +$34.5K 0.06% 116
2022
Q3 		$177K Sell
2,856
-73
-2% -$4.58K 0.05% 130
2022
Q2 		$164K Hold
2,929
– – 0.04% 132
2022
Q1 		$177K Sell
2,929
-25
-0.8% -$1.67K 0.04% 139
2021
Q4 		$224K Hold
2,954
– – 0.05% 125
2021
Q3 		$195K Hold
2,954
– – 0.05% 125
2021
Q2 		$199K Sell
2,954
-230
-7% -$15.7K 0.05% 125
2021
Q1 		$211K Buy
3,184
+230
+8% +$15.4K 0.06% 116
2020
Q4 		$202K Buy
2,954
+73
+3% +$4.44K 0.06% 115
2020
Q3 		$160K Hold
2,881
– – 0.05% 126
2020
Q2 		$146K Buy
2,881
+2,244
+352% +$113K 0.05% 125
2020
Q1 		$30K Buy
637
+223
+54% +$12.8K 0.01% 215
2019
Q4 		$25K Buy
+414
New +$24.5K 0.01% 244

Other funds holding TJX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Center for Financial Planning's TJX Position: Q2 2026 in Review

Center for Financial Planning reduced its TJX Companies (TJX) stake by 1.7% in Q2 2026, selling an estimated $7.91K and leaving 2,946 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #117.

Center for Financial Planning first reported a position in TJX in Q4 2019 and has held it in 27 quarters since. The position peaked at $495K in Q3 2025. 855 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Center for Financial Planning held 2,946 shares of TJX Companies worth $446K as of Q2 2026.
  • Center for Financial Planning sold 50 TJX Companies shares in Q2 2026, an estimated $7.91K.
  • TJX Companies made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #117 holding.
  • Center for Financial Planning first reported a position in TJX Companies in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's TJX Companies position peaked at $495K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.