Lyell Wealth Management
TJX icon

Lyell Wealth Management’s TJX Companies TJX Stock Holding History

Lyell Wealth Management’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
Q3 		$8.85M Sell
66,923
-5,127
-7% -$739K 0.52% 55
2026
Q2 		$10.9M Buy
72,050
+17,217
+31% +$2.72M 0.67% 47
2026
Q1 		$8.76M Buy
54,833
+39,688
+262% +$6.18M 0.64% 53
2025
Q4 		$2.33M Buy
+15,145
New +$2.24M 0.17% 83

Other funds holding TJX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lyell Wealth Management's TJX Position: Q3 2026 in Review

Lyell Wealth Management reduced its TJX Companies (TJX) stake by 7.1% in Q3 2026, selling an estimated $739K and leaving 66,923 shares worth $8.85M. The position accounts for 0.52% of the portfolio, ranked #55.

Lyell Wealth Management first reported a position in TJX in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.9M in Q2 2026. 1,413 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Lyell Wealth Management held 66,923 shares of TJX Companies worth $8.85M as of Q3 2026.
  • Lyell Wealth Management sold 5,127 TJX Companies shares in Q3 2026, an estimated $739K.
  • TJX Companies made up 0.52% of Lyell Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Lyell Wealth Management first reported a position in TJX Companies in Q4 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's TJX Companies position peaked at $10.9M in Q2 2026.
  • 1,413 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.