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 Q2	$565K	Sell	3,732 -919	-20%	-$145K	0.03%	151
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 $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

Oxford Financial Group's TJX Position: Q2 2026 in Review

Oxford Financial Group reduced its TJX Companies (TJX) stake by 20% in Q2 2026, selling an estimated $145K and leaving 3,732 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #151.

Oxford Financial Group first reported a position in TJX in Q4 2020 and has held it in 13 quarters since. The position peaked at $743K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Oxford Financial Group held 3,732 shares of TJX Companies worth $565K as of Q2 2026.
Oxford Financial Group sold 919 TJX Companies shares in Q2 2026, an estimated $145K.
TJX Companies made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #151 holding.
Oxford Financial Group first reported a position in TJX Companies in Q4 2020 and has held it in 13 quarters since.
Oxford Financial Group's TJX Companies position peaked at $743K in Q1 2026.
2,756 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.