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Waverton Investment Management’s TJX Companies TJX Stock Holding History

Waverton Investment 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
2025
Q4 		– Sell
-2,428
Closed -$351K – 83
2025
Q3 		$351K Hold
2,428
– – ﹤0.01% 91
2025
Q2 		$300K Hold
2,428
– – ﹤0.01% 99
2025
Q1 		$296K Hold
2,428
– – ﹤0.01% 93
2024
Q4 		$293K Buy
+2,428
New +$290K ﹤0.01% 93
2019
Q4 		– Sell
-21,579
Closed -$1.2M – 74
2019
Q3 		$1.2M Sell
21,579
-2,897
-12% -$158K 0.06% 51
2019
Q2 		$1.29M Buy
24,476
+1,169
+5% +$62.1K 0.07% 51
2019
Q1 		$1.24M Sell
23,307
-5,023
-18% -$250K 0.06% 49
2018
Q4 		$1.27M Buy
28,330
+476
+2% +$24.1K 0.08% 49
2018
Q3 		$1.56M Hold
27,854
– – 0.08% 46
2018
Q2 		$1.33M Buy
27,854
+1,002
+4% +$44K 0.08% 44
2018
Q1 		$1.09M Buy
26,852
+1,342
+5% +$53.1K 0.06% 51
2017
Q4 		$975K Sell
25,510
-4,486
-15% -$163K 0.06% 53
2017
Q3 		$1.11M Sell
29,996
-1,158
-4% -$41.3K 0.07% 50
2017
Q2 		$1.12M Sell
31,154
-932
-3% -$35.1K 0.07% 51
2017
Q1 		$1.27M Sell
32,086
-98
-0.3% -$3.78K 0.08% 68
2016
Q4 		$1.21M Buy
+32,184
New +$1.22M 0.08% 86
2014
Q2 		– Sell
-121,240
Closed -$3.68M – 146
2014
Q1 		$3.68M Buy
121,240
+1,020
+0.8% +$30.9K 0.17% 98
2013
Q4 		$3.83M Hold
120,220
– – 0.2% 92
2013
Q3 		$3.39M Buy
+120,220
New +$3.2M 0.2% 84

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Waverton Investment Management's TJX Position: Q4 2025 in Review

Waverton Investment Management sold out of TJX Companies (TJX) in Q4 2025, closing a stake of 2,428 shares — an estimated $351K sold.

Waverton Investment Management first reported a position in TJX in Q3 2013 and held it in 19 quarters. The position peaked at $3.83M in Q4 2013. 2,695 funds tracked by Wall St. Rank hold TJX as of Q4 2025.

  • Waverton Investment Management reported no remaining TJX Companies position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 2,428 TJX Companies shares in Q4 2025, an estimated $351K.
  • Waverton Investment Management first reported a position in TJX Companies in Q3 2013 and held it in 19 quarters.
  • Waverton Investment Management's TJX Companies position peaked at $3.83M in Q4 2013.
  • 2,695 funds tracked by Wall St. Rank held TJX Companies as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.