GA
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GoalVest Advisory’s TJX Companies TJX Stock Holding History

GoalVest Advisory’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
Q3 		$101K Hold
761
– – 0.02% 160
2026
Q2 		$115K Sell
761
-5,905
-89% -$934K 0.02% 149
2026
Q1 		$1.06M Buy
6,666
+26
+0.4% +$4.05K 0.21% 75
2025
Q4 		$1.02M Hold
6,640
– – 0.2% 81
2025
Q3 		$960K Hold
6,640
– – 0.2% 76
2025
Q2 		$820K Buy
6,640
+732
+12% +$92.9K 0.2% 75
2025
Q1 		$720K Buy
5,908
+808
+16% +$98.1K 0.2% 77
2024
Q4 		$616K Sell
5,100
-176
-3% -$21K 0.17% 84
2024
Q3 		$620K Buy
5,276
+176
+3% +$20.2K 0.18% 77
2024
Q2 		$562K Buy
5,100
+100
+2% +$10.1K 0.18% 76
2024
Q1 		$507K Buy
+5,000
New +$485K 0.17% 74
2022
Q2 		– Sell
-12
Closed -$1K – 522
2022
Q1 		$1K Buy
+12
New +$804 ﹤0.01% 365

Other funds holding TJX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GoalVest Advisory's TJX Position: Q3 2026 in Review

GoalVest Advisory held its TJX Companies (TJX) position steady in Q3 2026 at 761 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #160.

GoalVest Advisory first reported a position in TJX in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2026. 122 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • GoalVest Advisory held 761 shares of TJX Companies worth $101K as of Q3 2026.
  • GoalVest Advisory left its TJX Companies share count unchanged in Q3 2026.
  • TJX Companies made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #160 holding.
  • GoalVest Advisory first reported a position in TJX Companies in Q1 2022 and has held it in 12 quarters since.
  • GoalVest Advisory's TJX Companies position peaked at $1.06M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.