Keudell/Morrison 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
$403K Sell
2,657
-30
-1% -$4.74K 0.08% 163
2026
Q1
$429K Buy
2,687
+520
+24% +$81K 0.09% 146
2025
Q4
$333K Buy
+2,167
New +$320K 0.07% 172
2025
Q2
$229K Sell
1,855
-126
-6% -$16K 0.05% 201
2025
Q1
$241K Buy
1,981
+22
+1% +$2.67K 0.06% 187
2024
Q4
$237K Buy
1,959
+130
+7% +$15.5K 0.06% 185
2024
Q3
$215K Sell
1,829
-12
-0.7% -$1.38K 0.06% 200
2024
Q2
$203K Buy
+1,841
New +$185K 0.06% 197

Other funds holding TJX

Keudell/Morrison Wealth Management's TJX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its TJX Companies (TJX) stake by 1.1% in Q2 2026, selling an estimated $4.74K and leaving 2,657 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #163.

Keudell/Morrison Wealth Management first reported a position in TJX in Q2 2024 and has held it in 8 quarters since. The position peaked at $429K in Q1 2026. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,657 shares of TJX Companies worth $403K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 30 TJX Companies shares in Q2 2026, an estimated $4.74K.
  • TJX Companies made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Keudell/Morrison Wealth Management first reported a position in TJX Companies in Q2 2024 and has held it in 8 quarters since.
  • Keudell/Morrison Wealth Management's TJX Companies position peaked at $429K in Q1 2026.
  • 2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.