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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
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 $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

Waverly Advisors's TJX Position: Q1 2026 in Review

Waverly Advisors increased its TJX Companies (TJX) stake by 25% in Q1 2026, buying an estimated $2.19M and bringing the position to 70,652 shares worth $11.3M. The position accounts for 0.08% of the portfolio, ranked #230.

Waverly Advisors first reported a position in TJX in Q3 2013 and has held it in 17 quarters since. 2,723 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Waverly Advisors held 70,652 shares of TJX Companies worth $11.3M as of Q1 2026.
  • Waverly Advisors bought 14,043 TJX Companies shares in Q1 2026, an estimated $2.19M.
  • TJX Companies made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #230 holding.
  • Waverly Advisors first reported a position in TJX Companies in Q3 2013 and has held it in 17 quarters since.
  • 2,723 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.