Union Heritage Capital’s TJX Companies TJX Stock Holding History

Union Heritage Capital’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	$3.05M	Hold	19,109	–	–	1.13%	33
2025 Q4	$2.94M	Sell	19,109 -1,932	-9%	-$286K	0.99%	36
2025 Q3	$3.04M	Hold	21,041	–	–	0.99%	36
2025 Q2	$2.6M	Hold	21,041	–	–	0.91%	38
2025 Q1	$2.56M	Hold	21,041	–	–	0.95%	39
2024 Q4	$2.54M	Hold	21,041	–	–	0.94%	37
2024 Q3	$2.47M	Hold	21,041	–	–	0.91%	40
2024 Q2	$2.32M	Hold	21,041	–	–	0.91%	38
2024 Q1	$2.13M	Buy	21,041 +3,091	+17%	+$300K	0.85%	40
2023 Q4	$1.68M	Hold	17,950	–	–	0.87%	38
2023 Q3	$1.6M	Hold	17,950	–	–	0.9%	39
2023 Q2	$1.52M	Hold	17,950	–	–	0.82%	40
2023 Q1	$1.41M	Hold	17,950	–	–	0.85%	41
2022 Q4	$1.43M	Hold	17,950	–	–	0.87%	43
2022 Q3	$1.11M	Hold	17,950	–	–	0.74%	44
2022 Q2	$1M	Hold	17,950	–	–	0.65%	49
2022 Q1	$1.09M	Hold	17,950	–	–	0.6%	49
2021 Q4	$1.36M	Hold	17,950	–	–	0.64%	47
2021 Q3	$1.18M	Hold	17,950	–	–	0.56%	48
2021 Q2	$1.21M	Hold	17,950	–	–	0.56%	48
2021 Q1	$1.19M	Buy	+17,950	New	+$1.2M	0.59%	47

Other funds holding TJX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Union Heritage Capital's TJX Position: Q1 2026 in Review

Union Heritage Capital held its TJX Companies (TJX) position steady in Q1 2026 at 19,109 shares worth $3.05M. The position accounts for 1.13% of the portfolio, ranked #33.

Union Heritage Capital first reported a position in TJX in Q1 2021 and has held it in 21 quarters since. 2,721 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

Union Heritage Capital held 19,109 shares of TJX Companies worth $3.05M as of Q1 2026.
Union Heritage Capital left its TJX Companies share count unchanged in Q1 2026.
TJX Companies made up 1.13% of Union Heritage Capital's portfolio in Q1 2026, its #33 holding.
Union Heritage Capital first reported a position in TJX Companies in Q1 2021 and has held it in 21 quarters since.
2,721 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.