Institute for Wealth Management’s TJX Companies TJX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Sell |
6,884
-61
| -0.9% | -$9.64K | 0.09% | 196 |
|
|
2026
Q1 | $1.11M | Sell |
6,945
-30
| -0.4% | -$4.67K | 0.12% | 184 |
|
|
2025
Q4 | $1.07M | Sell |
6,975
-398
| -5% | -$58.9K | 0.11% | 182 |
|
|
2025
Q3 | $1.07M | Sell |
7,373
-303
| -4% | -$40.3K | 0.11% | 186 |
|
|
2025
Q2 | $948K | Buy |
7,676
+1
| +0% | +$127 | 0.11% | 201 |
|
|
2025
Q1 | $935K | Sell |
7,675
-86
| -1% | -$10.4K | 0.12% | 194 |
|
|
2024
Q4 | $938K | Hold |
7,761
| – | – | 0.12% | 186 |
|
|
2024
Q3 | $912K | Hold |
7,761
| – | – | 0.12% | 192 |
|
|
2024
Q2 | $855K | Buy |
7,761
+295
| +4% | +$29.7K | 0.11% | 189 |
|
|
2024
Q1 | $757K | Hold |
7,466
| – | – | 0.1% | 213 |
|
|
2023
Q4 | $700K | Hold |
7,466
| – | – | 0.11% | 212 |
|
|
2023
Q3 | $664K | Sell |
7,466
-68
| -0.9% | -$5.99K | 0.12% | 205 |
|
|
2023
Q2 | $639K | Hold |
7,534
| – | – | 0.11% | 214 |
|
|
2023
Q1 | $590K | Sell |
7,534
-92
| -1% | -$7.24K | 0.11% | 232 |
|
|
2022
Q4 | $607K | Sell |
7,626
-71
| -0.9% | -$5.24K | 0.13% | 221 |
|
|
2022
Q3 | $478K | Hold |
7,697
| – | – | 0.11% | 247 |
|
|
2022
Q2 | $430K | Hold |
7,697
| – | – | 0.08% | 307 |
|
|
2022
Q1 | $466K | Hold |
7,697
| – | – | 0.08% | 307 |
|
|
2021
Q4 | $584K | Hold |
7,697
| – | – | 0.1% | 252 |
|
|
2021
Q3 | $508K | Buy |
7,697
+100
| +1% | +$6.98K | 0.09% | 275 |
|
|
2021
Q2 | $512K | Hold |
7,597
| – | – | 0.09% | 268 |
|
|
2021
Q1 | $503K | Sell |
7,597
-113
| -1% | -$7.56K | 0.1% | 261 |
|
|
2020
Q4 | $527K | Buy |
7,710
+63
| +0.8% | +$3.83K | 0.1% | 241 |
|
|
2020
Q3 | $426K | Buy |
7,647
+63
| +0.8% | +$3.4K | 0.1% | 256 |
|
|
2020
Q2 | $383K | Buy |
7,584
+131
| +2% | +$6.58K | 0.09% | 283 |
|
|
2020
Q1 | $356K | Sell |
7,453
-84
| -1% | -$4.83K | 0.11% | 246 |
|
|
2019
Q4 | $460K | Buy |
7,537
+44
| +0.6% | +$2.6K | 0.1% | 269 |
|
|
2019
Q3 | $418K | Sell |
7,493
-217
| -3% | -$11.8K | 0.11% | 268 |
|
|
2019
Q2 | $408K | Buy |
7,710
+156
| +2% | +$8.29K | 0.09% | 289 |
|
|
2019
Q1 | $402K | Buy |
+7,554
| New | +$377K | 0.09% | 283 |
|
|
2018
Q1 | – | Sell |
-7,928
| Closed | -$302K | – | 385 |
|
|
2017
Q4 | $302K | Buy |
+7,928
| New | +$287K | 0.07% | 305 |
|
|
2017
Q3 | – | Sell |
-6,456
| Closed | -$231K | – | 382 |
|
|
2017
Q2 | $231K | Buy |
+6,456
| New | +$243K | 0.06% | 353 |
|
Other funds holding TJX
Institute for Wealth Management's TJX Position: Q2 2026 in Review
Institute for Wealth Management reduced its TJX Companies (TJX) stake by 0.88% in Q2 2026, selling an estimated $9.64K and leaving 6,884 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #196.
Institute for Wealth Management first reported a position in TJX in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.11M in Q1 2026. 2,734 funds tracked by Wall St. Rank hold TJX as of Q2 2026.
- Institute for Wealth Management held 6,884 shares of TJX Companies worth $1.04M as of Q2 2026.
- Institute for Wealth Management sold 61 TJX Companies shares in Q2 2026, an estimated $9.64K.
- TJX Companies made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #196 holding.
- Institute for Wealth Management first reported a position in TJX Companies in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's TJX Companies position peaked at $1.11M in Q1 2026.
- 2,734 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.