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Summit Trail Advisors’s TJX Companies TJX Stock Holding History

Summit Trail 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
Q1 		$8.48M Buy
53,088
+17,130
+48% +$2.67M 0.12% 96
2025
Q4 		$5.52M Sell
35,958
-6,155
-15% -$910K 0.1% 117
2025
Q3 		$6.09M Buy
42,113
+4,344
+12% +$577K 0.08% 120
2025
Q2 		$4.66M Buy
+37,769
New +$4.79M 0.08% 130
2024
Q4 		– Sell
-22,007
Closed -$2.59M – 724
2024
Q3 		$2.59M Buy
22,007
+2,567
+13% +$294K 0.06% 135
2024
Q2 		$2.14M Buy
19,440
+1,293
+7% +$130K 0.06% 138
2024
Q1 		$1.84M Buy
18,147
+2,155
+13% +$209K 0.05% 140
2023
Q4 		$1.5M Buy
15,992
+211
+1% +$18.9K 0.05% 124
2023
Q3 		$1.4M Buy
15,781
+1,489
+10% +$131K 0.05% 122
2023
Q2 		$1.21M Buy
14,292
+2,823
+25% +$223K 0.05% 146
2023
Q1 		$899K Buy
11,469
+697
+6% +$54.8K 0.04% 139
2022
Q4 		$857K Buy
10,772
+976
+10% +$72.1K 0.04% 130
2022
Q3 		$609K Sell
9,796
-1,969
-17% -$124K 0.03% 147
2022
Q2 		$657K Buy
11,765
+758
+7% +$45.9K 0.04% 158
2022
Q1 		$667K Buy
11,007
+97
+0.9% +$6.5K 0.05% 134
2021
Q4 		$828K Buy
+10,910
New +$757K 0.05% 142
2018
Q2 		– Sell
-113,412
Closed -$3.32M – 665
2018
Q1 		$3.32M Buy
113,412
+21,942
+24% +$868K 0.56% 38
2017
Q4 		$3.6M Buy
+91,470
New +$3.32M 0.45% 40

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Summit Trail Advisors's TJX Position: Q1 2026 in Review

Summit Trail Advisors increased its TJX Companies (TJX) stake by 48% in Q1 2026, buying an estimated $2.67M and bringing the position to 53,088 shares worth $8.48M. The position accounts for 0.12% of the portfolio, ranked #96.

Summit Trail Advisors first reported a position in TJX in Q4 2017 and has held it in 18 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Summit Trail Advisors held 53,088 shares of TJX Companies worth $8.48M as of Q1 2026.
  • Summit Trail Advisors bought 17,130 TJX Companies shares in Q1 2026, an estimated $2.67M.
  • TJX Companies made up 0.12% of Summit Trail Advisors's portfolio in Q1 2026, its #96 holding.
  • Summit Trail Advisors first reported a position in TJX Companies in Q4 2017 and has held it in 18 quarters since.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.