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Montis Financial’s TJX Companies TJX Stock Holding History

Montis Financial’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 		$376K Buy
2,480
+47
+2% +$7.43K 0.08% 115
2026
Q1 		$389K Sell
2,433
-56
-2% -$8.72K 0.08% 106
2025
Q4 		$382K Buy
2,489
+11
+0.4% +$1.63K 0.08% 113
2025
Q3 		$358K Buy
+2,478
New +$329K 0.08% 120

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 $3.37T AUM 44.26% 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

Montis Financial's TJX Position: Q2 2026 in Review

Montis Financial increased its TJX Companies (TJX) stake by 1.9% in Q2 2026, buying an estimated $7.43K and bringing the position to 2,480 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #115.

Montis Financial first reported a position in TJX in Q3 2025 and has held it in 4 quarters since. The position peaked at $389K in Q1 2026. 2,753 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Montis Financial held 2,480 shares of TJX Companies worth $376K as of Q2 2026.
  • Montis Financial bought 47 TJX Companies shares in Q2 2026, an estimated $7.43K.
  • TJX Companies made up 0.08% of Montis Financial's portfolio in Q2 2026, its #115 holding.
  • Montis Financial first reported a position in TJX Companies in Q3 2025 and has held it in 4 quarters since.
  • Montis Financial's TJX Companies position peaked at $389K in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.