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Heritage Wealth Management (California)’s TJX Companies TJX Stock Holding History

Heritage Wealth Management (California)’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
2025
Q4 		– Sell
-1,423
Closed -$206K – 98
2025
Q3 		$206K Buy
+1,423
New +$189K 0.14% 89

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heritage Wealth Management (California)'s TJX Position: Q4 2025 in Review

Heritage Wealth Management (California) sold out of TJX Companies (TJX) in Q4 2025, closing a stake of 1,423 shares — an estimated $206K sold.

Heritage Wealth Management (California) first reported a position in TJX in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 2,695 funds tracked by Wall St. Rank hold TJX as of Q4 2025.

  • Heritage Wealth Management (California) reported no remaining TJX Companies position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 1,423 TJX Companies shares in Q4 2025, an estimated $206K.
  • Heritage Wealth Management (California) first reported a position in TJX Companies in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Management (California)'s TJX Companies position peaked at $206K in Q3 2025.
  • 2,695 funds tracked by Wall St. Rank held TJX Companies as of Q4 2025.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2025, filed 4 Feb 2026.