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OakTrust Wealth Advisors’s TJX Companies TJX Stock Holding History

OakTrust Wealth Advisors’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 		$206K Sell
1,360
-35
-3% -$5.53K 0.18% 67
2026
Q1 		$223K Sell
1,395
-7
-0.5% -$1.09K 0.2% 59
2025
Q4 		$215K Buy
+1,402
New +$207K 0.2% 65

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

OakTrust Wealth Advisors's TJX Position: Q2 2026 in Review

OakTrust Wealth Advisors reduced its TJX Companies (TJX) stake by 2.5% in Q2 2026, selling an estimated $5.53K and leaving 1,360 shares worth $206K. The position accounts for 0.18% of the portfolio, ranked #67.

OakTrust Wealth Advisors first reported a position in TJX in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q1 2026. 2,731 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • OakTrust Wealth Advisors held 1,360 shares of TJX Companies worth $206K as of Q2 2026.
  • OakTrust Wealth Advisors sold 35 TJX Companies shares in Q2 2026, an estimated $5.53K.
  • TJX Companies made up 0.18% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • OakTrust Wealth Advisors first reported a position in TJX Companies in Q4 2025 and has held it in 3 quarters since.
  • OakTrust Wealth Advisors's TJX Companies position peaked at $223K in Q1 2026.
  • 2,731 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.