Costello Asset Management’s TJX Companies TJX Stock Holding History

Costello Asset 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	$3.04M	Sell	19,030 -1,435	-7%	-$223K	1.05%	24
2025 Q4	$3.14M	Hold	20,465	–	–	1.04%	22
2025 Q3	$2.96M	Buy	20,465 +3,275	+19%	+$435K	0.99%	25
2025 Q2	$2.12M	Sell	17,190 -2,000	-10%	-$254K	0.8%	29
2025 Q1	$2.34M	Sell	19,190 -1,180	-6%	-$143K	0.95%	23
2024 Q4	$2.46M	Buy	20,370 +7,545	+59%	+$901K	1.63%	20
2024 Q3	$1.51M	Sell	12,825 -700	-5%	-$80.3K	1.01%	34
2024 Q2	$1.49M	Sell	13,525 -13,900	-51%	-$1.4M	1.11%	30
2024 Q1	$2.78M	Buy	27,425 +9,575	+54%	+$928K	1.99%	22
2023 Q4	$1.67M	Buy	17,850 +17,475	+4,660%	+$1.57M	1.39%	23
2023 Q3	$33.3K	Hold	375	–	–	0.03%	99
2023 Q2	$31.8K	Sell	375 -20	-5%	-$1.58K	0.03%	105
2023 Q1	$31K	Hold	395	–	–	0.03%	108
2022 Q4	$31.4K	Hold	395	–	–	0.03%	110
2022 Q3	$25K	Hold	395	–	–	0.02%	112
2022 Q2	$22K	Sell	395 -3,590	-90%	-$217K	0.02%	125
2022 Q1	$241K	Sell	3,985 -255	-6%	-$17.1K	0.17%	56
2021 Q4	$322K	Buy	+4,240	New	+$294K	0.2%	57

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

Costello Asset Management's TJX Position: Q1 2026 in Review

Costello Asset Management reduced its TJX Companies (TJX) stake by 7% in Q1 2026, selling an estimated $223K and leaving 19,030 shares worth $3.04M. The position accounts for 1.05% of the portfolio, ranked #24.

Costello Asset Management first reported a position in TJX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.14M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Costello Asset Management held 19,030 shares of TJX Companies worth $3.04M as of Q1 2026.
Costello Asset Management sold 1,435 TJX Companies shares in Q1 2026, an estimated $223K.
TJX Companies made up 1.05% of Costello Asset Management's portfolio in Q1 2026, its #24 holding.
Costello Asset Management first reported a position in TJX Companies in Q4 2021 and has held it in 18 quarters since.
Costello Asset Management's TJX Companies position peaked at $3.14M in Q4 2025.
2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.