Mount Lucas Management’s TJX Companies TJX Stock Holding History

Mount Lucas 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
2026 Q2	$1.72M	Buy	11,365 +388	+4%	+$61.3K	0.61%	46
2026 Q1	$1.75M	Buy	+10,977	New	+$1.71M	0.65%	41
2025 Q2	–	Sell	-12,169	Closed	-$1.48M	–	189
2025 Q1	$1.48M	Sell	12,169 -367	-3%	-$44.6K	0.48%	56
2024 Q4	$1.51M	Sell	12,536 -626	-5%	-$74.7K	0.53%	46
2024 Q3	$1.55M	Sell	13,162 -10,793	-45%	-$1.24M	0.53%	51
2024 Q2	$2.64M	Buy	+23,955	New	+$2.41M	0.75%	33
2019 Q4	–	Sell	-1,549	Closed	-$86K	–	109
2019 Q3	$86K	Sell	1,549 -45,822	-97%	-$2.5M	0.02%	102
2019 Q2	$2.5M	Sell	47,371 -1,154	-2%	-$61.3K	0.42%	66
2019 Q1	$2.58M	Buy	48,525 +173	+0.4%	+$8.63K	0.43%	60
2018 Q4	$2.16M	Buy	48,352 +1,102	+2%	+$55.7K	0.27%	38
2018 Q3	$2.65M	Buy	+47,250	New	+$2.43M	0.39%	41

Other funds holding TJX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mount Lucas Management's TJX Position: Q2 2026 in Review

Mount Lucas Management increased its TJX Companies (TJX) stake by 3.5% in Q2 2026, buying an estimated $61.3K and bringing the position to 11,365 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #46.

Mount Lucas Management first reported a position in TJX in Q3 2018 and has held it in 11 quarters since. The position peaked at $2.65M in Q3 2018. 2,744 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Mount Lucas Management held 11,365 shares of TJX Companies worth $1.72M as of Q2 2026.
Mount Lucas Management bought 388 TJX Companies shares in Q2 2026, an estimated $61.3K.
TJX Companies made up 0.61% of Mount Lucas Management's portfolio in Q2 2026, its #46 holding.
Mount Lucas Management first reported a position in TJX Companies in Q3 2018 and has held it in 11 quarters since.
Mount Lucas Management's TJX Companies position peaked at $2.65M in Q3 2018.
2,744 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.