Montecito Bank & Trust’s TJX Companies TJX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.79M | Buy |
11,790
+1,103
| +10% | +$174K | 0.27% | 86 |
|
|
2026
Q1 | $1.71M | Sell |
10,687
-1,255
| -11% | -$195K | 0.28% | 84 |
|
|
2025
Q4 | $1.83M | Sell |
11,942
-4,804
| -29% | -$710K | 0.29% | 74 |
|
|
2025
Q3 | $2.42M | Buy |
+16,746
| New | +$2.22M | 0.38% | 62 |
|
|
2025
Q1 | $1.98M | Buy |
16,265
+348
| +2% | +$42.2K | 0.35% | 66 |
|
|
2024
Q4 | $1.92M | Buy |
15,917
+1,241
| +8% | +$148K | 0.33% | 69 |
|
|
2024
Q3 | $1.73M | Buy |
14,676
+4,917
| +50% | +$564K | 0.29% | 80 |
|
|
2024
Q2 | $1.07M | Sell |
9,759
-463
| -5% | -$46.6K | 0.22% | 108 |
|
|
2024
Q1 | $1.04M | Buy |
10,222
+4,264
| +72% | +$413K | 0.21% | 116 |
|
|
2023
Q4 | $559K | Buy |
5,958
+1,130
| +23% | +$101K | 0.12% | 163 |
|
|
2023
Q3 | $429K | Hold |
4,828
| – | – | 0.1% | 179 |
|
|
2023
Q2 | $409K | Hold |
4,828
| – | – | 0.09% | 182 |
|
|
2023
Q1 | $378K | Sell |
4,828
-32
| -0.7% | -$2.52K | 0.09% | 184 |
|
|
2022
Q4 | $387K | Hold |
4,860
| – | – | 0.09% | 185 |
|
|
2022
Q3 | $302K | Hold |
4,860
| – | – | 0.08% | 195 |
|
|
2022
Q2 | $271K | Hold |
4,860
| – | – | 0.06% | 208 |
|
|
2022
Q1 | $294K | Hold |
4,860
| – | – | 0.06% | 227 |
|
|
2021
Q4 | $369K | Hold |
4,860
| – | – | 0.07% | 216 |
|
|
2021
Q3 | $321K | Hold |
4,860
| – | – | 0.06% | 221 |
|
|
2021
Q2 | $328K | Hold |
4,860
| – | – | 0.06% | 212 |
|
|
2021
Q1 | $321K | Sell |
4,860
-250
| -5% | -$16.7K | 0.07% | 208 |
|
|
2020
Q4 | $349K | Hold |
5,110
| – | – | 0.08% | 191 |
|
|
2020
Q3 | $284K | Hold |
5,110
| – | – | 0.07% | 173 |
|
|
2020
Q2 | $258K | Hold |
5,110
| – | – | 0.07% | 177 |
|
|
2020
Q1 | $244K | Hold |
5,110
| – | – | 0.08% | 169 |
|
|
2019
Q4 | $312K | Hold |
5,110
| – | – | 0.08% | 183 |
|
|
2019
Q3 | $285K | Hold |
5,110
| – | – | 0.08% | 182 |
|
|
2019
Q2 | $270K | Hold |
5,110
| – | – | 0.08% | 187 |
|
|
2019
Q1 | $272K | Hold |
5,110
| – | – | 0.08% | 189 |
|
|
2018
Q4 | $229K | Buy |
5,110
+214
| +4% | +$10.8K | 0.08% | 184 |
|
|
2018
Q3 | $274K | Buy |
+4,896
| New | +$252K | 0.08% | 188 |
|
|
2017
Q1 | – | Sell |
-2,518
| Closed | -$95K | – | 348 |
|
|
2016
Q4 | $95K | Sell |
2,518
-2,900
| -54% | -$110K | 0.03% | 229 |
|
|
2016
Q3 | $203K | Buy |
+5,418
| New | +$212K | 0.08% | 164 |
|
Other funds holding TJX
Montecito Bank & Trust's TJX Position: Q2 2026 in Review
Montecito Bank & Trust increased its TJX Companies (TJX) stake by 10% in Q2 2026, buying an estimated $174K and bringing the position to 11,790 shares worth $1.79M. The position accounts for 0.27% of the portfolio, ranked #86.
Montecito Bank & Trust first reported a position in TJX in Q3 2016 and has held it in 33 quarters since. The position peaked at $2.42M in Q3 2025. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.
- Montecito Bank & Trust held 11,790 shares of TJX Companies worth $1.79M as of Q2 2026.
- Montecito Bank & Trust bought 1,103 TJX Companies shares in Q2 2026, an estimated $174K.
- TJX Companies made up 0.27% of Montecito Bank & Trust's portfolio in Q2 2026, its #86 holding.
- Montecito Bank & Trust first reported a position in TJX Companies in Q3 2016 and has held it in 33 quarters since.
- Montecito Bank & Trust's TJX Companies position peaked at $2.42M in Q3 2025.
- 2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.
Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.