Optimum Investment Advisors’s TJX Companies TJX Stock Holding History

Optimum Investment 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
2025 Q2	–	Sell	-15	Closed	-$1.83K	–	638
2025 Q1	$1.83K	Buy	+15	New	+$1.82K	﹤0.01%	600
2023 Q1	–	Sell	-10	Closed	-$796	–	783
2022 Q4	$796	Sell	10 -250	-96%	-$18.5K	﹤0.01%	715
2022 Q3	$16K	Buy	260 +10	+4%	+$628	0.01%	528
2022 Q2	$14K	Hold	250	–	–	0.01%	566
2022 Q1	$15K	Hold	250	–	–	0.01%	600
2021 Q4	$19K	Sell	250 -200	-44%	-$13.9K	0.01%	602
2021 Q3	$30K	Sell	450 -500	-53%	-$34.9K	0.01%	543
2021 Q2	$64K	Hold	950	–	–	0.02%	453
2021 Q1	$63K	Sell	950 -550	-37%	-$36.8K	0.02%	449
2020 Q4	$102K	Hold	1,500	–	–	0.03%	348
2020 Q3	$83K	Hold	1,500	–	–	0.03%	361
2020 Q2	$76K	Sell	1,500 -450	-23%	-$22.6K	0.03%	364
2020 Q1	$93K	Buy	1,950 +150	+8%	+$8.63K	0.04%	322
2019 Q4	$110K	Buy	1,800 +1,500	+500%	+$88.7K	0.03%	379
2019 Q3	$17K	Hold	300	–	–	0.01%	708
2019 Q2	$16K	Buy	+300	New	+$15.9K	0.01%	715
2019 Q1	–	Sell	-126	Closed	-$6K	–	1036
2018 Q4	$6K	Sell	126 -280	-69%	-$14.1K	﹤0.01%	837
2018 Q3	$23K	Buy	406 +280	+222%	+$14.4K	0.01%	698
2018 Q2	$6K	Buy	+126	New	+$5.53K	﹤0.01%	920

Other funds holding TJX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's TJX Position: Q2 2025 in Review

Optimum Investment Advisors sold out of TJX Companies (TJX) in Q2 2025, closing a stake of 15 shares — an estimated $1.83K sold.

Optimum Investment Advisors first reported a position in TJX in Q2 2018 and held it in 19 quarters. The position peaked at $110K in Q4 2019. 2,381 funds tracked by Wall St. Rank hold TJX as of Q2 2025.

Optimum Investment Advisors reported no remaining TJX Companies position as of Q2 2025 after selling out during the quarter.
Optimum Investment Advisors sold 15 TJX Companies shares in Q2 2025, an estimated $1.83K.
Optimum Investment Advisors first reported a position in TJX Companies in Q2 2018 and held it in 19 quarters.
Optimum Investment Advisors's TJX Companies position peaked at $110K in Q4 2019.
2,381 funds tracked by Wall St. Rank held TJX Companies as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.