Lantern Wealth Advisors’s TJX Companies TJX Stock Holding History

Lantern 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	$2.19M	Sell	14,467 -253	-2%	-$40K	1%	25
2026 Q1	$2.35M	Buy	14,720 +745	+5%	+$116K	1.21%	21
2025 Q4	$2.15M	Buy	13,975 +125	+0.9%	+$18.5K	1.14%	22
2025 Q3	$2M	Sell	13,850 -300	-2%	-$39.9K	1.06%	22
2025 Q2	$1.75M	Buy	+14,150	New	+$1.79M	1.04%	25
2024 Q4	$1.11M	Buy	9,150 +200	+2%	+$23.9K	0.72%	39
2024 Q3	$1.05M	Hold	8,950	–	–	0.73%	38
2024 Q2	$985K	Sell	8,950 -300	-3%	-$30.2K	0.71%	39
2024 Q1	$938K	Hold	9,250	–	–	0.66%	45
2023 Q4	$868K	Buy	+9,250	New	+$830K	0.68%	43

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 $3.37T AUM 44.26% 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

Lantern Wealth Advisors's TJX Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its TJX Companies (TJX) stake by 1.7% in Q2 2026, selling an estimated $40K and leaving 14,467 shares worth $2.19M. The position accounts for 1% of the portfolio, ranked #25.

Lantern Wealth Advisors first reported a position in TJX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q1 2026. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Lantern Wealth Advisors held 14,467 shares of TJX Companies worth $2.19M as of Q2 2026.
Lantern Wealth Advisors sold 253 TJX Companies shares in Q2 2026, an estimated $40K.
TJX Companies made up 1% of Lantern Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Lantern Wealth Advisors first reported a position in TJX Companies in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's TJX Companies position peaked at $2.35M in Q1 2026.
2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.