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Summit Financial’s TJX Companies TJX Stock Holding History

Summit 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
Q2 		$8.23M Sell
54,352
-1,428
-3% -$226K 0.09% 227
2026
Q1 		$8.91M Buy
55,780
+6,222
+13% +$969K 0.11% 178
2025
Q4 		$7.61M Buy
49,558
+358
+0.7% +$52.9K 0.11% 171
2025
Q3 		$7.11M Buy
49,200
+723
+1% +$96.1K 0.11% 181
2025
Q2 		$5.99M Sell
48,477
-875
-2% -$111K 0.14% 136
2025
Q1 		$6.01M Sell
49,352
-1,738
-3% -$211K 0.17% 122
2024
Q4 		$6.17M Buy
51,090
+20,283
+66% +$2.42M 0.22% 86
2024
Q3 		$3.62M Buy
30,807
+2,103
+7% +$241K 0.14% 117
2024
Q2 		$3.16M Buy
28,704
+13,614
+90% +$1.37M 0.14% 109
2024
Q1 		$1.53M Buy
15,090
+78
+0.5% +$7.56K 0.09% 129
2023
Q4 		$1.41M Sell
15,012
-210
-1% -$18.8K 0.09% 136
2023
Q3 		$1.35M Sell
15,222
-605
-4% -$53.3K 0.1% 129
2023
Q2 		$1.34M Sell
15,827
-25
-0.2% -$1.97K 0.1% 121
2023
Q1 		$1.24M Sell
15,852
-55
-0.3% -$4.33K 0.11% 96
2022
Q4 		$1.27M Buy
15,907
+472
+3% +$34.9K 0.12% 91
2022
Q3 		$959K Buy
15,435
+2,010
+15% +$126K 0.09% 110
2022
Q2 		$750K Sell
13,425
-6
-0% -$363 0.07% 125
2022
Q1 		$814K Buy
13,431
+1,718
+15% +$115K 0.06% 137
2021
Q4 		$889K Buy
11,713
+2,991
+34% +$207K 0.07% 117
2021
Q3 		$575K Buy
8,722
+4,765
+120% +$333K 0.05% 128
2021
Q2 		$267K Buy
+3,957
New +$270K 0.03% 145

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

Summit Financial's TJX Position: Q2 2026 in Review

Summit Financial reduced its TJX Companies (TJX) stake by 2.6% in Q2 2026, selling an estimated $226K and leaving 54,352 shares worth $8.23M. The position accounts for 0.09% of the portfolio, ranked #227.

Summit Financial first reported a position in TJX in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.91M in Q1 2026. 2,756 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Summit Financial held 54,352 shares of TJX Companies worth $8.23M as of Q2 2026.
  • Summit Financial sold 1,428 TJX Companies shares in Q2 2026, an estimated $226K.
  • TJX Companies made up 0.09% of Summit Financial's portfolio in Q2 2026, its #227 holding.
  • Summit Financial first reported a position in TJX Companies in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's TJX Companies position peaked at $8.91M in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.