CWM
TJX icon

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
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% -$99.9K 1.33% 22
2022
Q4 		$4.35M Buy
+54,630
New +$4.03M 1.43% 16

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

Compass Wealth Management's TJX Position: Q1 2026 in Review

Compass Wealth Management reduced its TJX Companies (TJX) stake by 4.9% in Q1 2026, selling an estimated $398K and leaving 50,102 shares worth $8M. The position accounts for 1.98% of the portfolio, ranked #14.

Compass Wealth Management first reported a position in TJX in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.09M in Q4 2025. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Compass Wealth Management held 50,102 shares of TJX Companies worth $8M as of Q1 2026.
  • Compass Wealth Management sold 2,557 TJX Companies shares in Q1 2026, an estimated $398K.
  • TJX Companies made up 1.98% of Compass Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Compass Wealth Management first reported a position in TJX Companies in Q4 2022 and has held it in 14 quarters since.
  • Compass Wealth Management's TJX Companies position peaked at $8.09M in Q4 2025.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.