MSWA
TJX icon

Marshall & Sterling Wealth Advisors’s TJX Companies TJX Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-76
Closed -$11K – 596
2025
Q3 		$11K Buy
76
+2
+3% +$266 0.01% 331
2025
Q2 		$9.14K Hold
74
– – 0.01% 348
2025
Q1 		$9.01K Buy
+74
New +$8.98K 0.01% 335

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Marshall & Sterling Wealth Advisors's TJX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of TJX Companies (TJX) in Q4 2025, closing a stake of 76 shares — an estimated $11K sold.

Marshall & Sterling Wealth Advisors first reported a position in TJX in Q1 2025 and held it in 3 quarters. The position peaked at $11K in Q3 2025. 2,695 funds tracked by Wall St. Rank hold TJX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining TJX Companies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 76 TJX Companies shares in Q4 2025, an estimated $11K.
  • Marshall & Sterling Wealth Advisors first reported a position in TJX Companies in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's TJX Companies position peaked at $11K in Q3 2025.
  • 2,695 funds tracked by Wall St. Rank held TJX Companies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.