Mark Sheptoff Financial Planning’s TJX Companies TJX Stock Holding History

Mark Sheptoff Financial Planning’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	$2.01K	Hold	13	–	–	﹤0.01%	478
2025 Q4	$2K	Hold	13	–	–	﹤0.01%	477
2025 Q3	$1.88K	Hold	13	–	–	﹤0.01%	451
2025 Q2	$1.6K	Hold	13	–	–	﹤0.01%	480
2025 Q1	$1.58K	Hold	13	–	–	﹤0.01%	413
2024 Q4	$1.57K	Hold	13	–	–	﹤0.01%	402
2024 Q3	$1.53K	Hold	13	–	–	﹤0.01%	399
2024 Q2	$1.43K	Hold	13	–	–	﹤0.01%	399
2024 Q1	$1.32K	Hold	13	–	–	﹤0.01%	371
2023 Q4	$1.22K	Sell	13 -45	-78%	-$4.04K	﹤0.01%	366
2023 Q3	$5.16K	Hold	58	–	–	﹤0.01%	302
2023 Q2	$4.92K	Hold	58	–	–	﹤0.01%	316
2023 Q1	$4.54K	Hold	58	–	–	﹤0.01%	312
2022 Q4	$4.62K	Buy	58 +45	+346%	+$3.32K	﹤0.01%	316
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	360
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	374
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	420
2021 Q4	$1K	Buy	+13	New	+$902	﹤0.01%	450
2020 Q2	–	Sell	-200	Closed	-$10K	–	368
2020 Q1	$10K	Sell	200 -300	-60%	-$17.3K	0.01%	239
2019 Q4	$31K	Hold	500	–	–	0.02%	183
2019 Q3	$28K	Hold	500	–	–	0.02%	186
2019 Q2	$26K	Hold	500	–	–	0.02%	197
2019 Q1	$27K	Hold	500	–	–	0.02%	195
2018 Q4	$22K	Buy	+500	New	+$25.3K	0.02%	188

Other funds holding TJX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mark Sheptoff Financial Planning's TJX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its TJX Companies (TJX) position steady in Q1 2026 at 13 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Mark Sheptoff Financial Planning first reported a position in TJX in Q4 2018 and has held it in 24 quarters since. The position peaked at $31K in Q4 2019. 2,721 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Mark Sheptoff Financial Planning held 13 shares of TJX Companies worth $2.01K as of Q1 2026.
Mark Sheptoff Financial Planning left its TJX Companies share count unchanged in Q1 2026.
TJX Companies made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #478 holding.
Mark Sheptoff Financial Planning first reported a position in TJX Companies in Q4 2018 and has held it in 24 quarters since.
Mark Sheptoff Financial Planning's TJX Companies position peaked at $31K in Q4 2019.
2,721 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.