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Heartwood Wealth Advisors’s TJX Companies TJX Stock Holding History

Heartwood Wealth Advisors’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 		$446K Hold
2,942
– – 0.03% 148
2026
Q1 		$470K Buy
2,942
+55
+2% +$8.56K 0.04% 137
2025
Q4 		$443K Hold
2,887
– – 0.04% 124
2025
Q3 		$417K Sell
2,887
-150
-5% -$19.9K 0.04% 124
2025
Q2 		$375K Buy
3,037
+215
+8% +$27.3K 0.04% 127
2025
Q1 		$344K Sell
2,822
-424
-13% -$51.5K 0.04% 123
2024
Q4 		$392K Hold
3,246
– – 0.04% 107
2024
Q3 		$382K Sell
3,246
-52
-2% -$5.96K 0.04% 115
2024
Q2 		$363K Buy
3,298
+854
+35% +$86K 0.04% 116
2024
Q1 		$248K Hold
2,444
– – 0.03% 136
2023
Q4 		$229K Hold
2,444
– – 0.03% 126
2023
Q3 		$217K Hold
2,444
– – 0.03% 126
2023
Q2 		$207K Buy
+2,444
New +$193K 0.03% 133
2022
Q2 		– Sell
-3,496
Closed -$212K – 128
2022
Q1 		$212K Buy
+3,496
New +$234K 0.03% 115

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartwood Wealth Advisors's TJX Position: Q2 2026 in Review

Heartwood Wealth Advisors held its TJX Companies (TJX) position steady in Q2 2026 at 2,942 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #148.

Heartwood Wealth Advisors first reported a position in TJX in Q1 2022 and has held it in 14 quarters since. The position peaked at $470K in Q1 2026. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Heartwood Wealth Advisors held 2,942 shares of TJX Companies worth $446K as of Q2 2026.
  • Heartwood Wealth Advisors left its TJX Companies share count unchanged in Q2 2026.
  • TJX Companies made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Heartwood Wealth Advisors first reported a position in TJX Companies in Q1 2022 and has held it in 14 quarters since.
  • Heartwood Wealth Advisors's TJX Companies position peaked at $470K in Q1 2026.
  • 2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.