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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s TJX Companies TJX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$323K Buy
2,130
+100
+5% +$15.8K 0.09% 140
2026
Q1 		$324K Hold
2,030
– – 0.1% 131
2025
Q4 		$312K Hold
2,030
– – 0.09% 134
2025
Q3 		$293K Hold
2,030
– – 0.09% 121
2025
Q2 		$251K Hold
2,030
– – 0.08% 123
2025
Q1 		$247K Buy
+2,030
New +$246K 0.09% 122
2024
Q3 		– Sell
-548
Closed -$60.4K – 414
2024
Q2 		$60.4K Buy
548
+2
+0.4% +$201 0.03% 191
2024
Q1 		$55.4K Buy
546
+2
+0.4% +$194 0.04% 184
2023
Q4 		$51.1K Buy
544
+2
+0.4% +$179 0.03% 176
2023
Q3 		$48.2K Sell
542
-115
-18% -$10.1K 0.03% 160
2023
Q2 		$50.7K Buy
657
+62
+10% +$4.89K 0.04% 161
2023
Q1 		$46.6K Sell
595
-75
-11% -$5.9K 0.04% 161
2022
Q4 		$53.4K Buy
+670
New +$49.5K 0.05% 152

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TJX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its TJX Companies (TJX) stake by 4.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,130 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #140.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TJX in Q4 2022 and has held it in 13 quarters since. The position peaked at $324K in Q1 2026. 1,755 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,130 shares of TJX Companies worth $323K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 100 TJX Companies shares in Q2 2026, an estimated $15.8K.
  • TJX Companies made up 0.09% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #140 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TJX Companies in Q4 2022 and has held it in 13 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TJX Companies position peaked at $324K in Q1 2026.
  • 1,755 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.