Heritage Trust’s TJX Companies TJX Stock Holding History

Heritage Trust’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	$602K	Hold	3,975	–	–	0.05%	212
2026 Q1	$635K	Hold	3,975	–	–	0.06%	197
2025 Q4	$611K	Buy	3,975 +21	+0.5%	+$3.11K	0.06%	194
2025 Q3	$572K	Buy	3,954 +348	+10%	+$46.2K	0.06%	198
2025 Q2	$445K	Hold	3,606	–	–	0.05%	220
2025 Q1	$439K	Hold	3,606	–	–	0.05%	217
2024 Q4	$436K	Buy	+3,606	New	+$430K	0.05%	221
2024 Q2	$374K	Sell	3,395 -80	-2%	-$8.06K	0.05%	214
2024 Q1	$352K	Sell	3,475 -58	-2%	-$5.62K	0.05%	220
2023 Q4	$331K	Buy	3,533 +58	+2%	+$5.2K	0.05%	226
2023 Q3	$309K	Hold	3,475	–	–	0.05%	220
2023 Q2	$295K	Buy	+3,475	New	+$274K	0.04%	225
2019 Q1	–	Sell	-2,221	Closed	-$99K	–	391
2018 Q4	$99K	Buy	+2,221	New	+$112K	0.04%	161
2017 Q4	–	Sell	-1,950	Closed	-$72K	–	423
2017 Q3	$72K	Hold	1,950	–	–	0.03%	168
2017 Q2	$70K	Hold	1,950	–	–	0.03%	162
2017 Q1	$77K	Buy	+1,950	New	+$75.2K	0.03%	160

Other funds holding TJX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Trust's TJX Position: Q2 2026 in Review

Heritage Trust held its TJX Companies (TJX) position steady in Q2 2026 at 3,975 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #212.

Heritage Trust first reported a position in TJX in Q1 2017 and has held it in 16 quarters since. The position peaked at $635K in Q1 2026. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Heritage Trust held 3,975 shares of TJX Companies worth $602K as of Q2 2026.
Heritage Trust left its TJX Companies share count unchanged in Q2 2026.
TJX Companies made up 0.05% of Heritage Trust's portfolio in Q2 2026, its #212 holding.
Heritage Trust first reported a position in TJX Companies in Q1 2017 and has held it in 16 quarters since.
Heritage Trust's TJX Companies position peaked at $635K in Q1 2026.
2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.