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Everhart Financial Group’s TJX Companies TJX Stock Holding History

Everhart Financial Group’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
Q2 		$2.21M Sell
14,590
-1,966
-12% -$311K 0.14% 74
2026
Q1 		$2.64M Buy
16,556
+2,702
+20% +$421K 0.23% 60
2025
Q4 		$2.13M Buy
13,854
+716
+5% +$106K 0.2% 66
2025
Q3 		$1.9M Buy
13,138
+365
+3% +$48.5K 0.19% 65
2025
Q2 		$1.58M Buy
12,773
+1,331
+12% +$169K 0.18% 78
2025
Q1 		$1.39M Buy
11,442
+906
+9% +$110K 0.19% 76
2024
Q4 		$1.27M Buy
10,536
+360
+4% +$43K 0.26% 76
2024
Q3 		$1.2M Buy
10,176
+967
+11% +$111K 0.27% 74
2024
Q2 		$1.01M Buy
9,209
+993
+12% +$100K 0.26% 71
2024
Q1 		$833K Buy
8,216
+3,109
+61% +$301K 0.24% 85
2023
Q4 		$479K Buy
5,107
+360
+8% +$32.3K 0.17% 117
2023
Q3 		$422K Buy
4,747
+580
+14% +$51.1K 0.18% 109
2023
Q2 		$353K Buy
4,167
+399
+11% +$31.5K 0.15% 139
2023
Q1 		$295K Buy
3,768
+294
+8% +$23.1K 0.13% 140
2022
Q4 		$277K Sell
3,474
-1,503
-30% -$111K 0.14% 132
2022
Q3 		$309K Buy
4,977
+467
+10% +$29.3K 0.17% 123
2022
Q2 		$252K Buy
+4,510
New +$273K 0.15% 138

Other funds holding TJX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Everhart Financial Group's TJX Position: Q2 2026 in Review

Everhart Financial Group reduced its TJX Companies (TJX) stake by 12% in Q2 2026, selling an estimated $311K and leaving 14,590 shares worth $2.21M. The position accounts for 0.14% of the portfolio, ranked #74.

Everhart Financial Group first reported a position in TJX in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.64M in Q1 2026. 467 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Everhart Financial Group held 14,590 shares of TJX Companies worth $2.21M as of Q2 2026.
  • Everhart Financial Group sold 1,966 TJX Companies shares in Q2 2026, an estimated $311K.
  • TJX Companies made up 0.14% of Everhart Financial Group's portfolio in Q2 2026, its #74 holding.
  • Everhart Financial Group first reported a position in TJX Companies in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's TJX Companies position peaked at $2.64M in Q1 2026.
  • 467 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.