Oxford Financial Group’s TJX Companies TJX Stock Holding History

Oxford Financial Group’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 Q1	$743K	Buy	+4,651	New	+$724K	0.04%	120
2024 Q2	–	Sell	-3,475	Closed	-$352K	–	335
2024 Q1	$352K	Buy	3,475 +291	+9%	+$28.2K	0.02%	167
2023 Q4	$299K	Buy	3,184 +136	+4%	+$12.2K	0.02%	184
2023 Q3	$271K	Sell	3,048 -2,583	-46%	-$227K	0.02%	181
2023 Q2	$477K	Buy	5,631 +856	+18%	+$67.5K	0.05%	142
2023 Q1	$374K	Buy	4,775 +786	+20%	+$61.8K	0.04%	126
2022 Q4	$318K	Buy	+3,989	New	+$295K	0.04%	147
2022 Q1	–	Sell	-3,427	Closed	-$260K	–	286
2021 Q4	$260K	Buy	3,427 +85	+3%	+$5.9K	0.03%	173
2021 Q3	$221K	Sell	3,342 -356	-10%	-$24.9K	0.03%	171
2021 Q2	$249K	Buy	3,698 +427	+13%	+$29.1K	0.03%	159
2021 Q1	$216K	Buy	3,271 +223	+7%	+$14.9K	0.03%	167
2020 Q4	$208K	Buy	+3,048	New	+$185K	0.03%	167

Other funds holding TJX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Oxford Financial Group's TJX Position: Q1 2026 in Review

Oxford Financial Group opened a new position in TJX Companies (TJX) in Q1 2026: 4,651 shares worth $743K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in TJX as recently as Q1 2024.

Oxford Financial Group first reported a position in TJX in Q4 2020 and has held it in 12 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Oxford Financial Group held 4,651 shares of TJX Companies worth $743K as of Q1 2026.
TJX Companies was a new Oxford Financial Group position in Q1 2026.
TJX Companies made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #120 holding.
Oxford Financial Group first reported a position in TJX Companies in Q4 2020 and has held it in 12 quarters since.
2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.