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Transform Wealth’s TJX Companies TJX Stock Holding History

Transform Wealth’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
Q1 		$12.4M Sell
101,416
-451
-0.4% -$54.7K 0.75% 42
2024
Q4 		$12.3M Buy
101,867
+9,162
+10% +$1.09M 0.68% 39
2024
Q3 		$10.9M Buy
92,705
+8,553
+10% +$981K 0.72% 34
2024
Q2 		$9.27M Buy
84,152
+1,799
+2% +$181K 0.7% 41
2024
Q1 		$8.35M Buy
82,353
+3,089
+4% +$299K 0.79% 46
2023
Q4 		$7.44M Buy
79,264
+5,110
+7% +$458K 0.73% 48
2023
Q3 		$6.59M Buy
74,154
+7,997
+12% +$704K 0.7% 46
2023
Q2 		$5.61M Buy
66,157
+2,799
+4% +$221K 0.5% 69
2023
Q1 		$4.96M Buy
63,358
+42,398
+202% +$3.34M 0.47% 70
2022
Q4 		$1.67M Buy
20,960
+1,808
+9% +$133K 0.19% 107
2022
Q3 		$1.19M Buy
+19,152
New +$1.2M 0.15% 90
2020
Q2 		– Sell
-94,586
Closed -$4.52M – 238
2020
Q1 		$4.52M Buy
94,586
+2,547
+3% +$147K 0.96% 34
2019
Q4 		$5.62M Sell
92,039
-34
-0% -$2.01K 0.89% 38
2019
Q3 		$5.13M Sell
92,073
-404
-0.4% -$22K 0.91% 38
2019
Q2 		$4.89M Sell
92,477
-12,958
-12% -$689K 0.72% 49
2019
Q1 		$5.61M Buy
105,435
+2,612
+3% +$130K 1.04% 30
2018
Q4 		$4.6M Buy
102,823
+1,025
+1% +$51.8K 0.95% 38
2018
Q3 		$5.7M Buy
101,798
+540
+0.5% +$27.7K 0.99% 33
2018
Q2 		$4.82M Buy
101,258
+3,544
+4% +$156K 0.87% 38
2018
Q1 		$3.98M Buy
97,714
+2,258
+2% +$89.3K 0.76% 43
2017
Q4 		$3.65M Buy
95,456
+44,964
+89% +$1.63M 0.67% 48
2017
Q3 		$1.86M Buy
+50,492
New +$1.8M 0.65% 44
2017
Q2 		– Sell
-38,840
Closed -$1.54M – 167
2017
Q1 		$1.54M Sell
38,840
-650
-2% -$25.1K 0.57% 49
2016
Q4 		$1.48M Buy
39,490
+778
+2% +$29.4K 0.59% 44
2016
Q3 		$1.45M Sell
38,712
-222
-0.6% -$8.69K 0.62% 43
2016
Q2 		$1.5M Buy
+38,934
New +$1.49M 0.63% 45

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Transform Wealth's TJX Position: Q1 2025 in Review

Transform Wealth reduced its TJX Companies (TJX) stake by 0.44% in Q1 2025, selling an estimated $54.7K and leaving 101,416 shares worth $12.4M. The position accounts for 0.75% of the portfolio, ranked #42.

Transform Wealth first reported a position in TJX in Q2 2016 and has held it in 26 quarters since. 2,338 funds tracked by Wall St. Rank hold TJX as of Q1 2025.

  • Transform Wealth held 101,416 shares of TJX Companies worth $12.4M as of Q1 2025.
  • Transform Wealth sold 451 TJX Companies shares in Q1 2025, an estimated $54.7K.
  • TJX Companies made up 0.75% of Transform Wealth's portfolio in Q1 2025, its #42 holding.
  • Transform Wealth first reported a position in TJX Companies in Q2 2016 and has held it in 26 quarters since.
  • 2,338 funds tracked by Wall St. Rank held TJX Companies as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.