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Summit Wealth Partners’s TJX Companies TJX Stock Holding History

Summit Wealth Partners’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 		$299K Hold
1,972
– – 0.04% 230
2026
Q1 		$315K Buy
+1,972
New +$307K 0.05% 214

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 Wealth Partners's TJX Position: Q2 2026 in Review

Summit Wealth Partners held its TJX Companies (TJX) position steady in Q2 2026 at 1,972 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #230.

Summit Wealth Partners first reported a position in TJX in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 2,744 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Summit Wealth Partners held 1,972 shares of TJX Companies worth $299K as of Q2 2026.
  • Summit Wealth Partners left its TJX Companies share count unchanged in Q2 2026.
  • TJX Companies made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Summit Wealth Partners first reported a position in TJX Companies in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's TJX Companies position peaked at $315K in Q1 2026.
  • 2,744 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.