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McKinley Carter Wealth Services’s TJX Companies TJX Stock Holding History

McKinley Carter Wealth Services’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
Q2 		$12.3M Sell
81,312
-531
-0.6% -$84K 0.64% 37
2026
Q1 		$13.1M Sell
81,843
-2,072
-2% -$323K 0.75% 26
2025
Q4 		$12.9M Sell
83,915
-1,635
-2% -$242K 0.72% 33
2025
Q3 		$12.4M Sell
85,550
-276
-0.3% -$36.7K 0.65% 34
2025
Q2 		$10.6M Buy
85,826
+1,968
+2% +$250K 0.59% 40
2025
Q1 		$10.2M Sell
83,858
-825
-1% -$100K 0.63% 37
2024
Q4 		$10.2M Sell
84,683
-648
-0.8% -$77.3K 0.63% 37
2024
Q3 		$10M Sell
85,331
-700
-0.8% -$80.3K 0.61% 38
2024
Q2 		$9.47M Buy
86,031
+563
+0.7% +$56.7K 0.6% 36
2024
Q1 		$8.67M Buy
85,468
+2,619
+3% +$254K 0.58% 40
2023
Q4 		$7.77M Buy
82,849
+7,924
+11% +$711K 0.57% 42
2023
Q3 		$6.66M Sell
74,925
-1,700
-2% -$150K 0.53% 41
2023
Q2 		$6.5M Sell
76,625
-823
-1% -$64.9K 0.49% 46
2023
Q1 		$6.07M Sell
77,448
-2,367
-3% -$186K 0.47% 47
2022
Q4 		$6.35M Sell
79,815
-4,047
-5% -$299K 0.54% 43
2022
Q3 		$5.21M Buy
83,862
+2,885
+4% +$181K 0.48% 45
2022
Q2 		$4.52M Sell
80,977
-101
-0.1% -$6.11K 0.4% 57
2022
Q1 		$4.91M Buy
81,078
+988
+1% +$66.2K 0.38% 53
2021
Q4 		$6.08M Buy
80,090
+1,268
+2% +$88K 0.45% 53
2021
Q3 		$5.2M Buy
78,822
+1,523
+2% +$106K 0.43% 51
2021
Q2 		$5.21M Buy
77,299
+1,608
+2% +$110K 0.43% 55
2021
Q1 		$5.01M Buy
75,691
+497
+0.7% +$33.3K 0.43% 56
2020
Q4 		$5.13M Buy
75,194
+3,663
+5% +$223K 0.67% 42
2020
Q3 		$3.98M Sell
71,531
-119
-0.2% -$6.41K 0.89% 33
2020
Q2 		$3.62M Buy
71,650
+7,049
+11% +$354K 0.89% 32
2020
Q1 		$3.09M Sell
64,601
-169
-0.3% -$9.73K 0.92% 27
2019
Q4 		$3.96M Buy
64,770
+142
+0.2% +$8.4K 0.92% 27
2019
Q3 		$3.6M Sell
64,628
-479
-0.7% -$26.1K 0.92% 26
2019
Q2 		$3.44M Sell
65,107
-2,911
-4% -$155K 0.93% 30
2019
Q1 		$3.62M Buy
68,018
+4,076
+6% +$203K 1.02% 26
2018
Q4 		$2.86M Buy
63,942
+5,056
+9% +$255K 0.94% 29
2018
Q3 		$3.3M Buy
58,886
+294
+0.5% +$15.1K 0.98% 25
2018
Q2 		$2.79M Sell
58,592
-1,310
-2% -$57.5K 0.9% 28
2018
Q1 		$2.44M Buy
59,902
+88
+0.1% +$3.48K 0.8% 31
2017
Q4 		$2.29M Sell
59,814
-874
-1% -$31.7K 0.79% 36
2017
Q3 		$2.24M Buy
60,688
+40
+0.1% +$1.43K 0.86% 35
2017
Q2 		$2.19M Buy
60,648
+252
+0.4% +$9.5K 0.97% 36
2017
Q1 		$2.39M Buy
60,396
+3,204
+6% +$123K 1.11% 29
2016
Q4 		$2.15M Sell
57,192
-1,848
-3% -$69.8K 1.09% 29
2016
Q3 		$2.21M Buy
59,040
+404
+0.7% +$15.8K 1.14% 31
2016
Q2 		$2.26M Buy
58,636
+4,120
+8% +$157K 1.18% 28
2016
Q1 		$2.14M Sell
54,516
-1,746
-3% -$63.4K 1.18% 25
2015
Q4 		$2M Buy
+56,262
New +$2M 1.14% 29
2014
Q3 		– Sell
-42,718
Closed -$1.14M – 101
2014
Q2 		$1.14M Sell
42,718
-252
-0.6% -$7.19K 1.2% 32
2014
Q1 		$1.3M Buy
42,970
+18,672
+77% +$565K 1.42% 25
2013
Q4 		$774K Buy
+24,298
New +$736K 0.75% 39

Other funds holding TJX

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

McKinley Carter Wealth Services's TJX Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its TJX Companies (TJX) stake by 0.65% in Q2 2026, selling an estimated $84K and leaving 81,312 shares worth $12.3M. The position accounts for 0.64% of the portfolio, ranked #37.

McKinley Carter Wealth Services first reported a position in TJX in Q4 2013 and has held it in 46 quarters since. The position peaked at $13.1M in Q1 2026. 1,125 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • McKinley Carter Wealth Services held 81,312 shares of TJX Companies worth $12.3M as of Q2 2026.
  • McKinley Carter Wealth Services sold 531 TJX Companies shares in Q2 2026, an estimated $84K.
  • TJX Companies made up 0.64% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #37 holding.
  • McKinley Carter Wealth Services first reported a position in TJX Companies in Q4 2013 and has held it in 46 quarters since.
  • McKinley Carter Wealth Services's TJX Companies position peaked at $13.1M in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.