Summit Wealth Group’s TJX Companies TJX Stock Holding History

Summit Wealth Group’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	–	Sell	-1,459	Closed	-$233K	–	133
2026 Q1	$233K	Buy	+1,459	New	+$227K	0.05%	117
2023 Q2	–	Sell	-21,471	Closed	–	–	242
2023 Q1	$0	Buy	+21,471	New	+$1.69M	﹤0.01%	251

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

Summit Wealth Group's TJX Position: Q2 2026 in Review

Summit Wealth Group sold out of TJX Companies (TJX) in Q2 2026, closing a stake of 1,459 shares — an estimated $233K sold.

Summit Wealth Group first reported a position in TJX in Q1 2023 and held it in 2 quarters. The position peaked at $233K in Q1 2026. 2,732 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Summit Wealth Group reported no remaining TJX Companies position as of Q2 2026 after selling out during the quarter.
Summit Wealth Group sold 1,459 TJX Companies shares in Q2 2026, an estimated $233K.
Summit Wealth Group first reported a position in TJX Companies in Q1 2023 and held it in 2 quarters.
Summit Wealth Group's TJX Companies position peaked at $233K in Q1 2026.
2,732 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.