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Walled Lake Planning & Wealth Management’s TJX Companies TJX Stock Holding History

Walled Lake Planning & Wealth 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
Q2 		$369K Sell
2,435
-252
-9% -$39.8K 0.09% 98
2026
Q1 		$429K Sell
2,687
-309
-10% -$48.1K 0.13% 85
2025
Q4 		$460K Hold
2,996
– – 0.15% 78
2025
Q3 		$433K Sell
2,996
-129
-4% -$17.1K 0.14% 84
2025
Q2 		$386K Sell
3,125
-1,261
-29% -$160K 0.13% 88
2025
Q1 		$534K Sell
4,386
-67
-2% -$8.13K 0.19% 65
2024
Q4 		$538K Buy
4,453
+8
+0.2% +$955 0.2% 66
2024
Q3 		$522K Buy
4,445
+9
+0.2% +$1.03K 0.2% 62
2024
Q2 		$488K Sell
4,436
-949
-18% -$95.6K 0.2% 61
2024
Q1 		$546K Buy
5,385
+11
+0.2% +$1.07K 0.22% 46
2023
Q4 		$504K Buy
5,374
+13
+0.2% +$1.17K 0.23% 46
2023
Q3 		$476K Sell
5,361
-406
-7% -$35.7K 0.24% 44
2023
Q2 		$489K Buy
5,767
+18
+0.3% +$1.42K 0.24% 43
2023
Q1 		$450K Sell
5,749
-1,089
-16% -$85.7K 0.24% 46
2022
Q4 		$544K Sell
6,838
-2,324
-25% -$172K 0.37% 35
2022
Q3 		$569K Buy
9,162
+27
+0.3% +$1.7K 0.4% 39
2022
Q2 		$510K Buy
9,135
+26
+0.3% +$1.57K 0.35% 39
2022
Q1 		$552K Buy
9,109
+89
+1% +$5.96K 0.33% 40
2021
Q4 		$685K Sell
9,020
-973
-10% -$67.5K 0.4% 38
2021
Q3 		$659K Buy
9,993
+1
+0% +$70 0.41% 39
2021
Q2 		$674K Buy
9,992
+2
+0% +$136 0.44% 36
2021
Q1 		$661K Buy
9,990
+3
+0% +$201 0.46% 35
2020
Q4 		$682K Sell
9,987
-434
-4% -$26.4K 0.52% 35
2020
Q3 		$580K Hold
10,421
– – 0.47% 36
2020
Q2 		$527K Hold
10,421
– – 0.44% 34
2020
Q1 		$498K Buy
10,421
+2
+0% +$115 0.46% 33
2019
Q4 		$636K Buy
+10,419
New +$616K 0.46% 34

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TJX Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its TJX Companies (TJX) stake by 9.4% in Q2 2026, selling an estimated $39.8K and leaving 2,435 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #98.

Walled Lake Planning & Wealth Management first reported a position in TJX in Q4 2019 and has held it in 27 quarters since. The position peaked at $685K in Q4 2021. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,435 shares of TJX Companies worth $369K as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 252 TJX Companies shares in Q2 2026, an estimated $39.8K.
  • TJX Companies made up 0.09% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Walled Lake Planning & Wealth Management first reported a position in TJX Companies in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's TJX Companies position peaked at $685K in Q4 2021.
  • 2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.