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Larry Mathis Financial Planning’s TJX Companies TJX Stock Holding History

Larry Mathis Financial Planning’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 		$578K Buy
3,815
+877
+30% +$139K 0.44% 60
2026
Q1 		$469K Sell
2,938
-99
-3% -$15.4K 0.42% 55
2025
Q4 		$467K Buy
+3,037
New +$449K 0.41% 72

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Larry Mathis Financial Planning's TJX Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its TJX Companies (TJX) stake by 30% in Q2 2026, buying an estimated $139K and bringing the position to 3,815 shares worth $578K. The position accounts for 0.44% of the portfolio, ranked #60.

Larry Mathis Financial Planning first reported a position in TJX in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Larry Mathis Financial Planning held 3,815 shares of TJX Companies worth $578K as of Q2 2026.
  • Larry Mathis Financial Planning bought 877 TJX Companies shares in Q2 2026, an estimated $139K.
  • TJX Companies made up 0.44% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #60 holding.
  • Larry Mathis Financial Planning first reported a position in TJX Companies in Q4 2025 and has held it in 3 quarters since.
  • 2,729 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.