TWP
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Total Wealth Planning’s TJX Companies TJX Stock Holding History

Total Wealth Planning’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
2025
Q4 		– Sell
-2,101
Closed -$304K – 97
2025
Q3 		$304K Buy
2,101
+131
+7% +$17.4K 0.04% 96
2025
Q2 		$243K Buy
+1,970
New +$250K 0.03% 99

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Total Wealth Planning's TJX Position: Q4 2025 in Review

Total Wealth Planning sold out of TJX Companies (TJX) in Q4 2025, closing a stake of 2,101 shares — an estimated $304K sold.

Total Wealth Planning first reported a position in TJX in Q2 2025 and held it in 2 quarters. The position peaked at $304K in Q3 2025. 2,689 funds tracked by Wall St. Rank hold TJX as of Q4 2025.

  • Total Wealth Planning reported no remaining TJX Companies position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 2,101 TJX Companies shares in Q4 2025, an estimated $304K.
  • Total Wealth Planning first reported a position in TJX Companies in Q2 2025 and held it in 2 quarters.
  • Total Wealth Planning's TJX Companies position peaked at $304K in Q3 2025.
  • 2,689 funds tracked by Wall St. Rank held TJX Companies as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.