Roehl & Yi Investment Advisors’s TJX Companies TJX Stock Holding History

Roehl & Yi Investment Advisors’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	$700K	Buy	4,621 +10	+0.2%	+$1.58K	0.23%	90
2026 Q1	$736K	Hold	4,611	–	–	0.28%	74
2025 Q4	$708K	Sell	4,611 -60	-1%	-$8.87K	0.28%	80
2025 Q3	$675K	Sell	4,671 -6	-0.1%	-$797	0.29%	77
2025 Q2	$578K	Sell	4,677 -1	-0%	-$127	0.3%	78
2025 Q1	$570K	Sell	4,678 -481	-9%	-$58.4K	0.31%	79
2024 Q4	$623K	Buy	+5,159	New	+$616K	0.34%	72

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

Roehl & Yi Investment Advisors's TJX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its TJX Companies (TJX) stake by 0.22% in Q2 2026, buying an estimated $1.58K and bringing the position to 4,621 shares worth $700K. The position accounts for 0.23% of the portfolio, ranked #90.

Roehl & Yi Investment Advisors first reported a position in TJX in Q4 2024 and has held it in 7 quarters since. The position peaked at $736K in Q1 2026. 2,742 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Roehl & Yi Investment Advisors held 4,621 shares of TJX Companies worth $700K as of Q2 2026.
Roehl & Yi Investment Advisors bought 10 TJX Companies shares in Q2 2026, an estimated $1.58K.
TJX Companies made up 0.23% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #90 holding.
Roehl & Yi Investment Advisors first reported a position in TJX Companies in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's TJX Companies position peaked at $736K in Q1 2026.
2,742 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.