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Invera Wealth Advisors’s TJX Companies TJX Stock Holding History

Invera 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 		$3.88M Sell
24,295
-742
-3% -$116K 2.49% 13
2025
Q4 		$3.85M Sell
25,037
-2,034
-8% -$301K 2.43% 16
2025
Q3 		$3.91M Sell
27,071
-560
-2% -$74.4K 2.41% 15
2025
Q2 		$3.41M Sell
27,631
-402
-1% -$51K 2.23% 17
2025
Q1 		$3.41M Buy
+28,033
New +$3.4M 2.21% 14
2024
Q1 		– Sell
-35,799
Closed -$3.36M – 91
2023
Q4 		$3.36M Buy
+35,799
New +$3.21M 2.1% 19

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invera Wealth Advisors reduced its TJX Companies (TJX) stake by 3% in Q1 2026, selling an estimated $116K and leaving 24,295 shares worth $3.88M. The position accounts for 2.49% of the portfolio, ranked #13.

Invera Wealth Advisors first reported a position in TJX in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.91M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Invera Wealth Advisors held 24,295 shares of TJX Companies worth $3.88M as of Q1 2026.
  • Invera Wealth Advisors sold 742 TJX Companies shares in Q1 2026, an estimated $116K.
  • TJX Companies made up 2.49% of Invera Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Invera Wealth Advisors first reported a position in TJX Companies in Q4 2023 and has held it in 6 quarters since.
  • Invera Wealth Advisors's TJX Companies position peaked at $3.91M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.