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Waverly Advisors’s TJX Companies TJX Stock Holding History

Waverly Advisors’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 		$9.97M Sell
65,783
-4,869
-7% -$770K 0.06% 298
2026
Q1 		$11.3M Buy
70,652
+14,043
+25% +$2.19M 0.08% 230
2025
Q4 		$8.7M Buy
56,609
+10,862
+24% +$1.61M 0.07% 271
2025
Q3 		$6.61M Buy
45,747
+1,830
+4% +$243K 0.07% 271
2025
Q2 		$5.42M Sell
43,917
-5,518
-11% -$700K 0.06% 293
2025
Q1 		$6.02M Buy
49,435
+25,007
+102% +$3.04M 0.07% 256
2024
Q4 		$2.95M Buy
24,428
+15,937
+188% +$1.9M 0.05% 304
2024
Q3 		$998K Sell
8,491
-608
-7% -$69.7K 0.02% 443
2024
Q2 		$1M Buy
9,099
+2,723
+43% +$274K 0.02% 432
2024
Q1 		$647K Buy
+6,376
New +$618K 0.02% 430
2015
Q4 		– Sell
-400
Closed -$14K – 367
2015
Q3 		$14K Hold
400
– – 0.01% 325
2015
Q2 		$13K Buy
+400
New +$13.3K 0.01% 253
2015
Q1 		– Sell
-2,164
Closed -$74K – 426
2014
Q4 		$74K Sell
2,164
-556
-20% -$17.7K 0.04% 94
2014
Q3 		$80K Buy
2,720
+2,158
+384% +$60.9K 0.04% 164
2014
Q2 		$15K Buy
562
+46
+9% +$1.31K 0.01% 377
2014
Q1 		$16K Sell
516
-730
-59% -$22.1K 0.01% 354
2013
Q4 		$40K Sell
1,246
-266
-18% -$8.06K 0.01% 363
2013
Q3 		$43K Buy
+1,512
New +$40.2K 0.02% 272

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 $3.38T AUM 44.17% 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

Waverly Advisors's TJX Position: Q2 2026 in Review

Waverly Advisors reduced its TJX Companies (TJX) stake by 6.9% in Q2 2026, selling an estimated $770K and leaving 65,783 shares worth $9.97M. The position accounts for 0.06% of the portfolio, ranked #298.

Waverly Advisors first reported a position in TJX in Q3 2013 and has held it in 18 quarters since. The position peaked at $11.3M in Q1 2026. 2,759 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Waverly Advisors held 65,783 shares of TJX Companies worth $9.97M as of Q2 2026.
  • Waverly Advisors sold 4,869 TJX Companies shares in Q2 2026, an estimated $770K.
  • TJX Companies made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #298 holding.
  • Waverly Advisors first reported a position in TJX Companies in Q3 2013 and has held it in 18 quarters since.
  • Waverly Advisors's TJX Companies position peaked at $11.3M in Q1 2026.
  • 2,759 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.