TWPM
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Total Wealth Planning & Management’s TJX Companies TJX Stock Holding History

Total Wealth Planning & Management’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 		– Sell
-1,364
Closed -$210K – 236
2025
Q4 		$210K Buy
+1,364
New +$202K 0.16% 187

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 $137B AUM 18.02% 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

Total Wealth Planning & Management's TJX Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of TJX Companies (TJX) in Q1 2026, closing a stake of 1,364 shares — an estimated $210K sold.

Total Wealth Planning & Management first reported a position in TJX in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining TJX Companies position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 1,364 TJX Companies shares in Q1 2026, an estimated $210K.
  • Total Wealth Planning & Management first reported a position in TJX Companies in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's TJX Companies position peaked at $210K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.