Mount Yale Investment Advisors’s TJX Companies TJX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.3M | Buy |
51,941
+41,726
| +408% | +$6.5M | 0.19% | 115 |
|
|
2025
Q4 | $1.57M | Sell |
10,215
-19,096
| -65% | -$2.82M | 0.08% | 232 |
|
|
2025
Q3 | $4.24M | Buy |
29,311
+10,473
| +56% | +$1.39M | 0.3% | 74 |
|
|
2025
Q2 | $2.33M | Sell |
18,838
-1,244
| -6% | -$158K | 0.18% | 114 |
|
|
2025
Q1 | $2.45M | Buy |
20,082
+960
| +5% | +$117K | 0.21% | 103 |
|
|
2024
Q4 | $2.31M | Buy |
19,122
+1,532
| +9% | +$183K | 0.19% | 108 |
|
|
2024
Q3 | $2.07M | Sell |
17,590
-3,882
| -18% | -$445K | 0.2% | 116 |
|
|
2024
Q2 | $2.36M | Buy |
21,472
+100
| +0.5% | +$10.1K | 0.19% | 106 |
|
|
2024
Q1 | $2.17M | Buy |
21,372
+209
| +1% | +$20.3K | 0.17% | 122 |
|
|
2023
Q4 | $1.99M | Buy |
21,163
+2,727
| +15% | +$245K | 0.19% | 123 |
|
|
2023
Q3 | $1.64M | Sell |
18,436
-79
| -0.4% | -$6.96K | 0.18% | 127 |
|
|
2023
Q2 | $1.57M | Sell |
18,515
-718
| -4% | -$56.6K | 0.17% | 132 |
|
|
2023
Q1 | $1.51M | Sell |
19,233
-14,531
| -43% | -$1.14M | 0.17% | 128 |
|
|
2022
Q4 | $2.69M | Sell |
33,764
-926
| -3% | -$68.4K | 0.31% | 84 |
|
|
2022
Q3 | $2.15M | Sell |
34,690
-3,240
| -9% | -$204K | 0.29% | 84 |
|
|
2022
Q2 | $2.12M | Sell |
37,930
-1,949
| -5% | -$118K | 0.27% | 85 |
|
|
2022
Q1 | $2.42M | Buy |
39,879
+2,248
| +6% | +$151K | 0.26% | 85 |
|
|
2021
Q4 | $2.86M | Sell |
37,631
-4,379
| -10% | -$304K | 0.3% | 83 |
|
|
2021
Q3 | $2.77M | Buy |
42,010
+7,941
| +23% | +$554K | 0.32% | 80 |
|
|
2021
Q2 | $2.3M | Sell |
34,069
-376
| -1% | -$25.6K | 0.28% | 85 |
|
|
2021
Q1 | $2.28M | Sell |
34,445
-2,775
| -7% | -$186K | 0.3% | 82 |
|
|
2020
Q4 | $2.54M | Sell |
37,220
-340
| -0.9% | -$20.7K | 0.36% | 72 |
|
|
2020
Q3 | $2.09M | Sell |
37,560
-1,045
| -3% | -$56.3K | 0.3% | 79 |
|
|
2020
Q2 | $1.95M | Sell |
38,605
-300
| -0.8% | -$15.1K | 0.35% | 73 |
|
|
2020
Q1 | $1.86M | Buy |
38,905
+1,058
| +3% | +$60.9K | 0.42% | 60 |
|
|
2019
Q4 | $2.23M | Sell |
37,847
-11,300
| -23% | -$668K | 0.39% | 59 |
|
|
2019
Q3 | $2.87M | Buy |
49,147
+1,235
| +3% | +$67.3K | 0.51% | 43 |
|
|
2019
Q2 | $2.5M | Sell |
47,912
-91
| -0.2% | -$4.84K | 0.46% | 50 |
|
|
2019
Q1 | $2.55M | Sell |
48,003
-579
| -1% | -$28.9K | 0.48% | 51 |
|
|
2018
Q4 | $2.38M | Sell |
48,582
-47,306
| -49% | -$2.39M | 0.48% | 49 |
|
|
2018
Q3 | $2.66M | Buy |
95,888
+40,230
| +72% | +$2.07M | 0.46% | 46 |
|
|
2018
Q2 | $2.65M | Sell |
55,658
-10,290
| -16% | -$452K | 0.5% | 47 |
|
|
2018
Q1 | $2.69M | Buy |
+65,948
| New | +$2.61M | 0.58% | 45 |
|
Other funds holding TJX
VCM
DAM
VPM
Mount Yale Investment Advisors's TJX Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its TJX Companies (TJX) stake by 408% in Q1 2026, buying an estimated $6.5M and bringing the position to 51,941 shares worth $8.3M. The position accounts for 0.19% of the portfolio, ranked #115.
Mount Yale Investment Advisors first reported a position in TJX in Q1 2018 and has held it in 33 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.
- Mount Yale Investment Advisors held 51,941 shares of TJX Companies worth $8.3M as of Q1 2026.
- Mount Yale Investment Advisors bought 41,726 TJX Companies shares in Q1 2026, an estimated $6.5M.
- TJX Companies made up 0.19% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #115 holding.
- Mount Yale Investment Advisors first reported a position in TJX Companies in Q1 2018 and has held it in 33 quarters since.
- 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.