Charter Oak Capital Management’s TJX Companies TJX Stock Holding History

Charter Oak Capital 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	$588K	Sell	3,685 -10	-0.3%	-$1.56K	0.05%	111
2025 Q4	$568K	Sell	3,695 -87	-2%	-$12.9K	0.04%	120
2025 Q3	$547K	Buy	3,782 +446	+13%	+$59.3K	0.04%	117
2025 Q2	$412K	Buy	3,336 +763	+30%	+$96.8K	0.03%	131
2025 Q1	$313K	Buy	2,573 +22	+0.9%	+$2.67K	0.03%	144
2024 Q4	$308K	Buy	2,551 +97	+4%	+$11.6K	0.03%	139
2024 Q3	$288K	Buy	+2,454	New	+$281K	0.03%	152
2024 Q2	–	Sell	-2,156	Closed	-$219K	–	187
2024 Q1	$219K	Buy	+2,156	New	+$209K	0.02%	169
2022 Q3	–	Sell	-917	Closed	-$51K	–	806
2022 Q2	$51K	Hold	917	–	–	0.01%	328
2022 Q1	$56K	Hold	917	–	–	0.01%	346
2021 Q4	$70K	Hold	917	–	–	0.01%	302
2021 Q3	$61K	Hold	917	–	–	0.01%	308
2021 Q2	$62K	Buy	917 +1	+0.1%	+$68	0.01%	301
2021 Q1	$61K	Hold	916	–	–	0.01%	298
2020 Q4	$63K	Buy	+916	New	+$55.7K	0.01%	267

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

Charter Oak Capital Management's TJX Position: Q1 2026 in Review

Charter Oak Capital Management reduced its TJX Companies (TJX) stake by 0.27% in Q1 2026, selling an estimated $1.56K and leaving 3,685 shares worth $588K. The position accounts for 0.05% of the portfolio, ranked #111.

Charter Oak Capital Management first reported a position in TJX in Q4 2020 and has held it in 15 quarters since. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Charter Oak Capital Management held 3,685 shares of TJX Companies worth $588K as of Q1 2026.
Charter Oak Capital Management sold 10 TJX Companies shares in Q1 2026, an estimated $1.56K.
TJX Companies made up 0.05% of Charter Oak Capital Management's portfolio in Q1 2026, its #111 holding.
Charter Oak Capital Management first reported a position in TJX Companies in Q4 2020 and has held it in 15 quarters since.
2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.