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Lokken Investment Group’s TJX Companies TJX Stock Holding History

Lokken Investment Group’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
Q3 		$257K Buy
1,776
+1
+0.1% +$133 0.09% 127
2025
Q2 		$219K Buy
1,775
+24
+1% +$3.04K 0.08% 128
2025
Q1 		$213K Sell
1,751
-111
-6% -$13.5K 0.09% 124
2024
Q4 		$225K Sell
1,862
-573
-24% -$68.4K 0.1% 125
2024
Q3 		$286K Buy
2,435
+578
+31% +$66.3K 0.12% 115
2024
Q2 		$204K Buy
+1,857
New +$187K 0.1% 140
2023
Q4 		– Sell
-8,343
Closed -$742K – 145
2023
Q3 		$742K Sell
8,343
-1,806
-18% -$159K 0.49% 48
2023
Q2 		$861K Buy
10,149
+1,154
+13% +$91K 0.56% 41
2023
Q1 		$705K Buy
8,995
+347
+4% +$27.3K 0.54% 44
2022
Q4 		$688K Sell
8,648
-22
-0.3% -$1.62K 0.54% 45
2022
Q3 		$539K Buy
8,670
+147
+2% +$9.23K 0.46% 49
2022
Q2 		$476K Buy
8,523
+449
+6% +$27.2K 0.39% 56
2022
Q1 		$495K Buy
8,074
+112
+1% +$7.5K 0.39% 55
2021
Q4 		$604K Buy
7,962
+279
+4% +$19.4K 0.43% 47
2021
Q3 		$507K Sell
7,683
-417
-5% -$29.1K 0.4% 50
2021
Q2 		$546K Buy
8,100
+599
+8% +$40.8K 0.44% 52
2021
Q1 		$496K Hold
7,501
– – 0.44% 52
2020
Q4 		$512K Buy
+7,501
New +$456K 0.47% 49

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lokken Investment Group's TJX Position: Q3 2025 in Review

Lokken Investment Group increased its TJX Companies (TJX) stake by 0.06% in Q3 2025, buying an estimated $133 and bringing the position to 1,776 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #127.

Lokken Investment Group first reported a position in TJX in Q4 2020 and has held it in 18 quarters since. The position peaked at $861K in Q2 2023. 2,452 funds tracked by Wall St. Rank hold TJX as of Q3 2025.

  • Lokken Investment Group held 1,776 shares of TJX Companies worth $257K as of Q3 2025.
  • Lokken Investment Group bought 1 TJX Companies share in Q3 2025, an estimated $133.
  • TJX Companies made up 0.09% of Lokken Investment Group's portfolio in Q3 2025, its #127 holding.
  • Lokken Investment Group first reported a position in TJX Companies in Q4 2020 and has held it in 18 quarters since.
  • Lokken Investment Group's TJX Companies position peaked at $861K in Q2 2023.
  • 2,452 funds tracked by Wall St. Rank held TJX Companies as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.