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Trek Financial’s TJX Companies TJX Stock Holding History

Trek Financial’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 		$284K Buy
1,776
+311
+21% +$48.4K 0.02% 394
2025
Q4 		$225K Sell
1,465
-19
-1% -$2.81K 0.01% 412
2025
Q3 		$214K Sell
1,484
-1,079
-42% -$143K 0.01% 406
2025
Q2 		$317K Sell
2,563
-249
-9% -$31.6K 0.02% 332
2025
Q1 		$342K Sell
2,812
-339
-11% -$41.2K 0.02% 286
2024
Q4 		$381K Buy
3,151
+204
+7% +$24.3K 0.03% 289
2024
Q3 		$346K Sell
2,947
-421
-13% -$48.3K 0.03% 280
2024
Q2 		$371K Buy
3,368
+84
+3% +$8.46K 0.03% 271
2024
Q1 		$333K Sell
3,284
-2,795
-46% -$271K 0.03% 284
2023
Q4 		$570K Sell
6,079
-776
-11% -$69.6K 0.05% 174
2023
Q3 		$609K Sell
6,855
-1,014
-13% -$89.3K 0.06% 163
2023
Q2 		$667K Sell
7,869
-1,047
-12% -$82.6K 0.06% 137
2023
Q1 		$699K Buy
+8,916
New +$702K 0.07% 130
2021
Q1 		– Sell
-6,277
Closed -$429K – 254
2020
Q4 		$429K Buy
+6,277
New +$382K 0.06% 104

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 $147M AUM 25.76% 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

Trek Financial's TJX Position: Q1 2026 in Review

Trek Financial increased its TJX Companies (TJX) stake by 21% in Q1 2026, buying an estimated $48.4K and bringing the position to 1,776 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #394.

Trek Financial first reported a position in TJX in Q4 2020 and has held it in 14 quarters since. The position peaked at $699K in Q1 2023. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Trek Financial held 1,776 shares of TJX Companies worth $284K as of Q1 2026.
  • Trek Financial bought 311 TJX Companies shares in Q1 2026, an estimated $48.4K.
  • TJX Companies made up 0.02% of Trek Financial's portfolio in Q1 2026, its #394 holding.
  • Trek Financial first reported a position in TJX Companies in Q4 2020 and has held it in 14 quarters since.
  • Trek Financial's TJX Companies position peaked at $699K in Q1 2023.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.