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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montis Financial's TJX Position: Q1 2026 in Review

Montis Financial reduced its TJX Companies (TJX) stake by 2.2% in Q1 2026, selling an estimated $8.72K and leaving 2,433 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #106.

Montis Financial first reported a position in TJX in Q3 2025 and has held it in 3 quarters since. 2,722 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Montis Financial held 2,433 shares of TJX Companies worth $389K as of Q1 2026.
  • Montis Financial sold 56 TJX Companies shares in Q1 2026, an estimated $8.72K.
  • TJX Companies made up 0.08% of Montis Financial's portfolio in Q1 2026, its #106 holding.
  • Montis Financial first reported a position in TJX Companies in Q3 2025 and has held it in 3 quarters since.
  • 2,722 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.