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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lyell Wealth Management's TJX Position: Q1 2026 in Review

Lyell Wealth Management increased its TJX Companies (TJX) stake by 262% in Q1 2026, buying an estimated $6.18M and bringing the position to 54,833 shares worth $8.76M. The position accounts for 0.64% of the portfolio, ranked #53.

Lyell Wealth Management first reported a position in TJX in Q4 2025 and has held it in 2 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Lyell Wealth Management held 54,833 shares of TJX Companies worth $8.76M as of Q1 2026.
  • Lyell Wealth Management bought 39,688 TJX Companies shares in Q1 2026, an estimated $6.18M.
  • TJX Companies made up 0.64% of Lyell Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Lyell Wealth Management first reported a position in TJX Companies in Q4 2025 and has held it in 2 quarters since.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.