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Phillips Wealth Planners’s TJX Companies TJX Stock Holding History

Phillips Wealth Planners’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 		$1.7M Sell
11,041
-131
-1% -$20.7K 1.25% 13
2026
Q1 		$1.66M Buy
11,172
+5
+0% +$779 1.25% 12
2025
Q4 		$1.74M Buy
11,167
+631
+6% +$93.3K 1.4% 9
2025
Q3 		$1.51M Buy
10,536
+651
+7% +$86.5K 1.25% 10
2025
Q2 		$1.24M Buy
9,885
+1,203
+14% +$153K 1.12% 17
2025
Q1 		$1.11M Buy
8,682
+2,840
+49% +$345K 1.18% 18
2024
Q4 		$701K Buy
5,842
+1,507
+35% +$180K 0.7% 37
2024
Q3 		$509K Buy
4,335
+184
+4% +$21.1K 0.49% 68
2024
Q2 		$469K Buy
4,151
+1,093
+36% +$110K 0.49% 69
2024
Q1 		$286K Buy
3,058
+482
+19% +$46.7K 0.33% 119
2023
Q4 		$244K Sell
2,576
-13
-0.5% -$1.17K 0.29% 130
2023
Q3 		$233K Sell
2,589
-109
-4% -$9.6K 0.31% 123
2023
Q2 		$229K Sell
2,698
-64
-2% -$5.05K 0.3% 129
2023
Q1 		$216K Sell
2,762
-31
-1% -$2.44K 0.29% 136
2022
Q4 		$225K Buy
+2,793
New +$206K 0.39% 92

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

Phillips Wealth Planners's TJX Position: Q2 2026 in Review

Phillips Wealth Planners reduced its TJX Companies (TJX) stake by 1.2% in Q2 2026, selling an estimated $20.7K and leaving 11,041 shares worth $1.7M. The position accounts for 1.25% of the portfolio, ranked #13.

Phillips Wealth Planners first reported a position in TJX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2025. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Phillips Wealth Planners held 11,041 shares of TJX Companies worth $1.7M as of Q2 2026.
  • Phillips Wealth Planners sold 131 TJX Companies shares in Q2 2026, an estimated $20.7K.
  • TJX Companies made up 1.25% of Phillips Wealth Planners's portfolio in Q2 2026, its #13 holding.
  • Phillips Wealth Planners first reported a position in TJX Companies in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's TJX Companies position peaked at $1.74M in Q4 2025.
  • 2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.