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Peak Financial Management’s TJX Companies TJX Stock Holding History

Peak Financial Management’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 		$304K Hold
2,006
– – 0.07% 83
2026
Q1 		$320K Sell
2,006
-980
-33% -$153K 0.08% 67
2025
Q4 		$459K Buy
2,986
+84
+3% +$12.4K 0.12% 58
2025
Q3 		$419K Buy
2,902
+725
+33% +$96.3K 0.11% 60
2025
Q2 		$269K Buy
2,177
+11
+0.5% +$1.4K 0.08% 77
2025
Q1 		$264K Sell
2,166
-1,200
-36% -$146K 0.08% 77
2024
Q4 		$407K Buy
3,366
+725
+27% +$86.5K 0.12% 65
2024
Q3 		$310K Sell
2,641
-191
-7% -$21.9K 0.09% 72
2024
Q2 		$312K Buy
2,832
+7
+0.2% +$705 0.1% 73
2024
Q1 		$287K Buy
2,825
+400
+16% +$38.8K 0.09% 74
2023
Q4 		$227K Buy
+2,425
New +$218K 0.08% 78

Other funds holding TJX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Peak Financial Management's TJX Position: Q2 2026 in Review

Peak Financial Management held its TJX Companies (TJX) position steady in Q2 2026 at 2,006 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #83.

Peak Financial Management first reported a position in TJX in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Peak Financial Management held 2,006 shares of TJX Companies worth $304K as of Q2 2026.
  • Peak Financial Management left its TJX Companies share count unchanged in Q2 2026.
  • TJX Companies made up 0.07% of Peak Financial Management's portfolio in Q2 2026, its #83 holding.
  • Peak Financial Management first reported a position in TJX Companies in Q4 2023 and has held it in 11 quarters since.
  • Peak Financial Management's TJX Companies position peaked at $459K in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.