Forum Financial Management’s TJX Companies TJX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$644K Sell
4,252
-115
-3% -$18.2K 0.01% 176
2026
Q1
$697K Sell
4,367
-5,623
-56% -$876K 0.01% 161
2025
Q4
$1.53M Buy
9,990
+7
+0.1% +$1.03K 0.02% 169
2025
Q3
$1.44M Buy
9,983
+353
+4% +$46.9K 0.02% 179
2025
Q2
$1.19M Buy
9,630
+1,153
+14% +$146K 0.02% 186
2025
Q1
$1.03M Buy
8,477
+666
+9% +$80.8K 0.02% 199
2024
Q4
$944K Buy
7,811
+400
+5% +$47.7K 0.02% 216
2024
Q3
$871K Buy
7,411
+3
+0% +$344 0.01% 206
2024
Q2
$816K Sell
7,408
-513
-6% -$51.7K 0.01% 209
2024
Q1
$803K Buy
7,921
+545
+7% +$52.8K 0.01% 223
2023
Q4
$692K Sell
7,376
-200
-3% -$17.9K 0.01% 217
2023
Q3
$673K Buy
7,576
+3
+0% +$264 0.01% 215
2023
Q2
$642K Buy
7,573
+2,707
+56% +$214K 0.01% 238
2023
Q1
$381K Buy
4,866
+216
+5% +$17K 0.01% 331
2022
Q4
$370K Buy
4,650
+205
+5% +$15.1K 0.01% 329
2022
Q3
$276K Sell
4,445
-346
-7% -$21.7K 0.01% 371
2022
Q2
$268K Sell
4,791
-419
-8% -$25.4K 0.01% 396
2022
Q1
$315K Sell
5,210
-1,350
-21% -$90.4K 0.02% 368
2021
Q4
$498K Buy
+6,560
New +$455K 0.03% 252

Other funds holding TJX

Forum Financial Management's TJX Position: Q2 2026 in Review

Forum Financial Management reduced its TJX Companies (TJX) stake by 2.6% in Q2 2026, selling an estimated $18.2K and leaving 4,252 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #176.

Forum Financial Management first reported a position in TJX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2025. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Forum Financial Management held 4,252 shares of TJX Companies worth $644K as of Q2 2026.
  • Forum Financial Management sold 115 TJX Companies shares in Q2 2026, an estimated $18.2K.
  • TJX Companies made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #176 holding.
  • Forum Financial Management first reported a position in TJX Companies in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's TJX Companies position peaked at $1.53M in Q4 2025.
  • 2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.