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Marcum Wealth’s TJX Companies TJX Stock Holding History

Marcum Wealth’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 		$807K Sell
6,629
-107
-2% -$13K 0.07% 134
2024
Q4 		$814K Buy
6,736
+685
+11% +$81.8K 0.07% 134
2024
Q3 		$711K Sell
6,051
-1,039
-15% -$119K 0.07% 146
2024
Q2 		$781K Buy
7,090
+1,880
+36% +$189K 0.08% 129
2024
Q1 		$528K Sell
5,210
-7
-0.1% -$679 0.05% 183
2023
Q4 		$489K Sell
5,217
-191
-4% -$17.1K 0.05% 187
2023
Q3 		$481K Buy
5,408
+169
+3% +$14.9K 0.06% 178
2023
Q2 		$444K Buy
5,239
+179
+4% +$14.1K 0.05% 191
2023
Q1 		$397K Sell
5,060
-94
-2% -$7.4K 0.05% 207
2022
Q4 		$410K Sell
5,154
-482
-9% -$35.6K 0.05% 192
2022
Q3 		$350K Buy
5,636
+313
+6% +$19.7K 0.05% 209
2022
Q2 		$297K Buy
5,323
+391
+8% +$23.7K 0.04% 235
2022
Q1 		$299K Buy
4,932
+144
+3% +$9.64K 0.04% 244
2021
Q4 		$364K Buy
4,788
+963
+25% +$66.8K 0.05% 216
2021
Q3 		$252K Sell
3,825
-176
-4% -$12.3K 0.04% 266
2021
Q2 		$270K Sell
4,001
-761
-16% -$51.9K 0.04% 234
2021
Q1 		$315K Buy
+4,762
New +$319K 0.05% 213

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

Marcum Wealth's TJX Position: Q1 2025 in Review

Marcum Wealth reduced its TJX Companies (TJX) stake by 1.6% in Q1 2025, selling an estimated $13K and leaving 6,629 shares worth $807K. The position accounts for 0.07% of the portfolio, ranked #134.

Marcum Wealth first reported a position in TJX in Q1 2021 and has held it in 17 quarters since. The position peaked at $814K in Q4 2024. 2,338 funds tracked by Wall St. Rank hold TJX as of Q1 2025.

  • Marcum Wealth held 6,629 shares of TJX Companies worth $807K as of Q1 2025.
  • Marcum Wealth sold 107 TJX Companies shares in Q1 2025, an estimated $13K.
  • TJX Companies made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #134 holding.
  • Marcum Wealth first reported a position in TJX Companies in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's TJX Companies position peaked at $814K in Q4 2024.
  • 2,338 funds tracked by Wall St. Rank held TJX Companies as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.