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Phoenix Financial’s TJX Companies TJX Stock Holding History

Phoenix Financial’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 		$6.09M Sell
37,935
-587
-2% -$91.4K 0.06% 109
2025
Q4 		$5.95M Sell
38,522
-7,288
-16% -$1.08M 0.06% 122
2025
Q3 		$6.67M Sell
45,810
-26,223
-36% -$3.48M 0.08% 106
2025
Q2 		$8.93M Sell
72,033
-4,630
-6% -$587K 0.12% 95
2025
Q1 		$9.37M Sell
76,663
-40,721
-35% -$4.94M 0.14% 99
2024
Q4 		$14.2M Buy
117,384
+12,271
+12% +$1.46M 0.19% 78
2024
Q3 		$12.4M Buy
105,113
+31,850
+43% +$3.65M 0.18% 79
2024
Q2 		$8.07M Buy
73,263
+8,051
+12% +$811K 0.12% 97
2024
Q1 		$6.61M Buy
65,212
+6,706
+11% +$650K 0.09% 108
2023
Q4 		$6.08M Buy
58,506
+26,889
+85% +$2.41M 0.1% 106
2023
Q3 		$2.81M Buy
31,617
+5,391
+21% +$475K 0.05% 159
2023
Q2 		$2.22M Buy
26,226
+6,361
+32% +$502K 0.05% 153
2023
Q1 		$1.56M Buy
19,865
+5,427
+38% +$427K 0.03% 160
2022
Q4 		$1.15M Sell
14,438
-10,166
-41% -$751K 0.02% 169
2022
Q3 		$1.51M Buy
24,604
+2,577
+12% +$162K 0.03% 169
2022
Q2 		$1.23M Buy
22,027
+1,987
+10% +$120K 0.03% 204
2022
Q1 		$1.22M Buy
20,040
+14,603
+269% +$978K 0.02% 242
2021
Q4 		$412K Buy
5,437
+543
+11% +$37.7K 0.01% 301
2021
Q3 		$341K Buy
+4,894
New +$342K 0.01% 348
2021
Q2 		– Sell
-4,992
Closed -$332K – 409
2021
Q1 		$332K Sell
4,992
-441
-8% -$29.5K 0.01% 333
2020
Q4 		$369K Sell
5,433
-49
-0.9% -$2.98K 0.01% 275
2020
Q3 		$280K Buy
5,482
+80
+1% +$4.31K 0.01% 266
2020
Q2 		$259K Buy
+5,402
New +$271K 0.01% 271

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's TJX Position: Q1 2026 in Review

Phoenix Financial reduced its TJX Companies (TJX) stake by 1.5% in Q1 2026, selling an estimated $91.4K and leaving 37,935 shares worth $6.09M. The position accounts for 0.06% of the portfolio, ranked #109.

Phoenix Financial first reported a position in TJX in Q2 2020 and has held it in 23 quarters since. The position peaked at $14.2M in Q4 2024. 2,728 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Phoenix Financial held 37,935 shares of TJX Companies worth $6.09M as of Q1 2026.
  • Phoenix Financial sold 587 TJX Companies shares in Q1 2026, an estimated $91.4K.
  • TJX Companies made up 0.06% of Phoenix Financial's portfolio in Q1 2026, its #109 holding.
  • Phoenix Financial first reported a position in TJX Companies in Q2 2020 and has held it in 23 quarters since.
  • Phoenix Financial's TJX Companies position peaked at $14.2M in Q4 2024.
  • 2,728 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.