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Compass Wealth Management’s TJX Companies TJX Stock Holding History

Compass Wealth 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
Q3 		$7.3M Buy
55,209
+5,247
+11% +$757K 1.41% 17
2026
Q2 		$7.57M Sell
49,962
-140
-0.3% -$22.1K 1.43% 17
2026
Q1 		$8M Sell
50,102
-2,557
-5% -$398K 1.98% 14
2025
Q4 		$8.09M Sell
52,659
-2,046
-4% -$303K 2.02% 11
2025
Q3 		$7.91M Sell
54,705
-425
-0.8% -$56.5K 1.77% 14
2025
Q2 		$6.81M Buy
55,130
+850
+2% +$108K 1.62% 12
2025
Q1 		$6.61M Buy
54,280
+76
+0.1% +$9.23K 1.69% 9
2024
Q4 		$6.55M Sell
54,204
-455
-0.8% -$54.3K 1.58% 15
2024
Q3 		$6.42M Sell
54,659
-250
-0.5% -$28.7K 1.51% 13
2024
Q2 		$6.05M Buy
54,909
+1
+0% +$101 1.49% 15
2024
Q1 		$5.57M Buy
54,908
+516
+0.9% +$50K 1.39% 19
2023
Q4 		$5.1M Buy
54,392
+2,400
+5% +$215K 1.42% 18
2023
Q3 		$4.62M Sell
51,992
-1,269
-2% -$112K 1.45% 16
2023
Q2 		$4.52M Sell
53,261
-99
-0.2% -$7.81K 1.36% 22
2023
Q1 		$4.18M Sell
53,360
-1,270
-2% -$100K 1.33% 22
2022
Q4 		$4.35M Buy
+54,630
New +$4.03M 1.43% 16

Other funds holding TJX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Compass Wealth Management's TJX Position: Q3 2026 in Review

Compass Wealth Management increased its TJX Companies (TJX) stake by 11% in Q3 2026, buying an estimated $757K and bringing the position to 55,209 shares worth $7.3M. The position accounts for 1.41% of the portfolio, ranked #17.

Compass Wealth Management first reported a position in TJX in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.09M in Q4 2025. 2,317 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Compass Wealth Management held 55,209 shares of TJX Companies worth $7.3M as of Q3 2026.
  • Compass Wealth Management bought 5,247 TJX Companies shares in Q3 2026, an estimated $757K.
  • TJX Companies made up 1.41% of Compass Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Compass Wealth Management first reported a position in TJX Companies in Q4 2022 and has held it in 16 quarters since.
  • Compass Wealth Management's TJX Companies position peaked at $8.09M in Q4 2025.
  • 2,317 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.