MIM
TJX icon

Morningstar Investment Management’s TJX Companies TJX Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-8,639
Closed -$1.07M – 525
2025
Q2 		$1.07M Buy
+8,639
New +$1.1M 0.09% 65
2025
Q1 		– Sell
-9,390
Closed -$1.13M – 201
2024
Q4 		$1.13M Hold
9,390
– – 0.09% 61
2024
Q3 		$1.08M Buy
+9,390
New +$1.08M 0.11% 81

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morningstar Investment Management's TJX Position: Q3 2025 in Review

Morningstar Investment Management sold out of TJX Companies (TJX) in Q3 2025, closing a stake of 8,639 shares — an estimated $1.07M sold.

Morningstar Investment Management first reported a position in TJX in Q3 2024 and held it in 3 quarters. The position peaked at $1.13M in Q4 2024. 2,449 funds tracked by Wall St. Rank hold TJX as of Q3 2025.

  • Morningstar Investment Management reported no remaining TJX Companies position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,639 TJX Companies shares in Q3 2025, an estimated $1.07M.
  • Morningstar Investment Management first reported a position in TJX Companies in Q3 2024 and held it in 3 quarters.
  • Morningstar Investment Management's TJX Companies position peaked at $1.13M in Q4 2024.
  • 2,449 funds tracked by Wall St. Rank held TJX Companies as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.