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 Q2	$693K	Buy	4,571 +1,459	+47%	+$231K	0.02%	115
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Wealth Advisors's TJX Position: Q2 2026 in Review

Heritage Wealth Advisors increased its TJX Companies (TJX) stake by 47% in Q2 2026, buying an estimated $231K and bringing the position to 4,571 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #115.

Heritage Wealth Advisors first reported a position in TJX in Q3 2018 and has held it in 16 quarters since. The position peaked at $2.65M in Q4 2025. 2,759 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Heritage Wealth Advisors held 4,571 shares of TJX Companies worth $693K as of Q2 2026.
Heritage Wealth Advisors bought 1,459 TJX Companies shares in Q2 2026, an estimated $231K.
TJX Companies made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Heritage Wealth Advisors first reported a position in TJX Companies in Q3 2018 and has held it in 16 quarters since.
Heritage Wealth Advisors's TJX Companies position peaked at $2.65M in Q4 2025.
2,759 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.