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Monterey Private Wealth’s TJX Companies TJX Stock Holding History

Monterey Private Wealth’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
Q1 		$260K Buy
2,131
+2
+0.1% +$243 0.08% 103
2024
Q4 		$257K Sell
2,129
-63
-3% -$7.52K 0.08% 105
2024
Q3 		$258K Buy
2,192
+2
+0.1% +$229 0.09% 104
2024
Q2 		$241K Buy
+2,190
New +$221K 0.09% 102

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Monterey Private Wealth's TJX Position: Q1 2025 in Review

Monterey Private Wealth increased its TJX Companies (TJX) stake by 0.09% in Q1 2025, buying an estimated $243 and bringing the position to 2,131 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #103.

Monterey Private Wealth first reported a position in TJX in Q2 2024 and has held it in 4 quarters since. 2,337 funds tracked by Wall St. Rank hold TJX as of Q1 2025.

  • Monterey Private Wealth held 2,131 shares of TJX Companies worth $260K as of Q1 2025.
  • Monterey Private Wealth bought 2 TJX Companies shares in Q1 2025, an estimated $243.
  • TJX Companies made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #103 holding.
  • Monterey Private Wealth first reported a position in TJX Companies in Q2 2024 and has held it in 4 quarters since.
  • 2,337 funds tracked by Wall St. Rank held TJX Companies as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.