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Legend Financial Advisors’s TJX Companies TJX Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-42
Closed -$5.07K – 229
2024
Q4 		$5.07K Buy
+42
New +$5.01K ﹤0.01% 155
2024
Q3 		– Sell
-42
Closed -$4.62K – 262
2024
Q2 		$4.62K Buy
+42
New +$4.23K ﹤0.01% 194

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legend Financial Advisors's TJX Position: Q1 2025 in Review

Legend Financial Advisors sold out of TJX Companies (TJX) in Q1 2025, closing a stake of 42 shares — an estimated $5.07K sold.

Legend Financial Advisors first reported a position in TJX in Q2 2024 and held it in 2 quarters. The position peaked at $5.07K in Q4 2024. 2,337 funds tracked by Wall St. Rank hold TJX as of Q1 2025.

  • Legend Financial Advisors reported no remaining TJX Companies position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 42 TJX Companies shares in Q1 2025, an estimated $5.07K.
  • Legend Financial Advisors first reported a position in TJX Companies in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's TJX Companies position peaked at $5.07K in Q4 2024.
  • 2,337 funds tracked by Wall St. Rank held TJX Companies as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.