Evergreen Private Wealth’s TJX Companies TJX Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-473	Closed	-$68.4K	–	210
2025 Q3	$68.4K	Hold	473	–	–	0.03%	102
2025 Q2	$58.4K	Buy	473 +73	+18%	+$9.26K	0.02%	110
2025 Q1	$48.7K	Hold	400	–	–	0.02%	115
2024 Q4	$48.3K	Hold	400	–	–	0.02%	119
2024 Q3	$47K	Hold	400	–	–	0.02%	121
2024 Q2	$44K	Hold	400	–	–	0.02%	122
2024 Q1	$40.6K	Hold	400	–	–	0.02%	125
2023 Q4	$37.5K	Buy	+400	New	+$35.9K	0.02%	119

Other funds holding TJX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evergreen Private Wealth's TJX Position: Q4 2025 in Review

Evergreen Private Wealth sold out of TJX Companies (TJX) in Q4 2025, closing a stake of 473 shares — an estimated $68.4K sold.

Evergreen Private Wealth first reported a position in TJX in Q4 2023 and held it in 8 quarters. The position peaked at $68.4K in Q3 2025. 2,695 funds tracked by Wall St. Rank hold TJX as of Q4 2025.

Evergreen Private Wealth reported no remaining TJX Companies position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 473 TJX Companies shares in Q4 2025, an estimated $68.4K.
Evergreen Private Wealth first reported a position in TJX Companies in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's TJX Companies position peaked at $68.4K in Q3 2025.
2,695 funds tracked by Wall St. Rank held TJX Companies as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.