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Monte Financial Group’s TJX Companies TJX Stock Holding History

Monte Financial Group’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 		$1.75M Buy
11,104
+288
+3% +$45.5K 0.56% 52
2026
Q1 		$1.73M Buy
10,816
+679
+7% +$106K 0.61% 49
2025
Q4 		$1.56M Buy
10,137
+236
+2% +$34.9K 0.58% 54
2025
Q3 		$1.43M Buy
9,901
+941
+11% +$125K 0.53% 56
2025
Q2 		$1.11M Buy
8,960
+135
+2% +$17.1K 0.43% 65
2025
Q1 		$1.13M Buy
8,825
+287
+3% +$34.8K 0.49% 58
2024
Q4 		$1.03M Sell
8,538
-44
-0.5% -$5.25K 0.44% 61
2024
Q3 		$1.01M Sell
8,582
-1,902
-18% -$218K 0.42% 62
2024
Q2 		$1.15M Buy
10,484
+66
+0.6% +$6.65K 0.51% 55
2024
Q1 		$1.06M Buy
10,418
+235
+2% +$22.8K 0.46% 57
2023
Q4 		$955K Sell
10,183
-160
-2% -$14.4K 0.45% 57
2023
Q3 		$919K Sell
10,343
-1,983
-16% -$175K 0.47% 53
2023
Q2 		$1.05M Sell
12,326
-100
-0.8% -$7.89K 0.51% 47
2023
Q1 		$974K Buy
12,426
+33
+0.3% +$2.6K 0.51% 43
2022
Q4 		$986K Sell
12,393
-45
-0.4% -$3.32K 0.51% 39
2022
Q3 		$773K Buy
12,438
+482
+4% +$30.3K 0.47% 39
2022
Q2 		$668K Buy
11,956
+2,614
+28% +$158K 0.39% 45
2022
Q1 		$566K Sell
9,342
-197
-2% -$13.2K 0.3% 64
2021
Q4 		$724K Sell
9,539
-22
-0.2% -$1.53K 0.38% 54
2021
Q3 		$631K Buy
9,561
+146
+2% +$10.2K 0.36% 53
2021
Q2 		$635K Hold
9,415
– – 0.36% 52
2021
Q1 		$623K Sell
9,415
-4,629
-33% -$310K 0.38% 48
2020
Q4 		$959K Sell
14,044
-469
-3% -$28.5K 0.65% 37
2020
Q3 		$808K Buy
14,513
+1,794
+14% +$96.7K 0.61% 39
2020
Q2 		$643K Buy
12,719
+95
+0.8% +$4.77K 0.51% 43
2020
Q1 		$604K Buy
12,624
+2,613
+26% +$150K 0.58% 40
2019
Q4 		$611K Buy
10,011
+2,870
+40% +$170K 0.45% 47
2019
Q3 		$398K Buy
+7,141
New +$389K 0.32% 57

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Monte Financial Group's TJX Position: Q2 2026 in Review

Monte Financial Group increased its TJX Companies (TJX) stake by 2.7% in Q2 2026, buying an estimated $45.5K and bringing the position to 11,104 shares worth $1.75M. The position accounts for 0.56% of the portfolio, ranked #52.

Monte Financial Group first reported a position in TJX in Q3 2019 and has held it in 28 quarters since. 2,759 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Monte Financial Group held 11,104 shares of TJX Companies worth $1.75M as of Q2 2026.
  • Monte Financial Group bought 288 TJX Companies shares in Q2 2026, an estimated $45.5K.
  • TJX Companies made up 0.56% of Monte Financial Group's portfolio in Q2 2026, its #52 holding.
  • Monte Financial Group first reported a position in TJX Companies in Q3 2019 and has held it in 28 quarters since.
  • 2,759 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.