Heritage Wealth Advisors’s TJX Companies TJX Stock Holding History

Heritage 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 Q1	$497K	Sell	3,112 -14,126	-82%	-$2.2M	0.02%	128
2025 Q4	$2.65M	Buy	17,238 +16,159	+1,498%	+$2.39M	0.1%	54
2025 Q3	$156K	Hold	1,079	–	–	0.01%	217
2025 Q2	$133K	Hold	1,079	–	–	0.01%	227
2025 Q1	$131K	Buy	1,079 +44	+4%	+$5.34K	0.01%	224
2024 Q4	$125K	Buy	1,035 +6	+0.6%	+$716	0.01%	238
2024 Q3	$121K	Buy	+1,029	New	+$118K	0.01%	249
2023 Q4	–	Sell	-275	Closed	-$24.4K	–	591
2023 Q3	$24.4K	Sell	275 -125	-31%	-$11K	﹤0.01%	362
2023 Q2	$33.9K	Hold	400	–	–	﹤0.01%	362
2023 Q1	$31.3K	Buy	400 +125	+45%	+$9.84K	﹤0.01%	368
2022 Q4	$21.9K	Buy	+275	New	+$20.3K	﹤0.01%	401
2020 Q1	–	Sell	-32	Closed	-$1.95K	–	574
2019 Q4	$1.95K	Buy	+32	New	+$1.89K	﹤0.01%	567
2019 Q2	–	Sell	-28	Closed	-$1.49K	–	486
2019 Q1	$1.49K	Hold	28	–	–	﹤0.01%	418
2018 Q4	$1K	Hold	28	–	–	﹤0.01%	377
2018 Q3	$1K	Buy	+28	New	+$1.44K	﹤0.01%	375

Other funds holding TJX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's TJX Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its TJX Companies (TJX) stake by 82% in Q1 2026, selling an estimated $2.2M and leaving 3,112 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #128.

Heritage Wealth Advisors first reported a position in TJX in Q3 2018 and has held it in 15 quarters since. The position peaked at $2.65M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Heritage Wealth Advisors held 3,112 shares of TJX Companies worth $497K as of Q1 2026.
Heritage Wealth Advisors sold 14,126 TJX Companies shares in Q1 2026, an estimated $2.2M.
TJX Companies made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #128 holding.
Heritage Wealth Advisors first reported a position in TJX Companies in Q3 2018 and has held it in 15 quarters since.
Heritage Wealth Advisors's TJX Companies position peaked at $2.65M in Q4 2025.
2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.