WealthPlan Investment Management’s TJX Companies TJX Stock Holding History

WealthPlan 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
2026 Q2	$723K	Buy	4,769 +296	+7%	+$46.8K	0.04%	268
2026 Q1	$714K	Buy	4,473 +2,419	+118%	+$377K	0.04%	251
2025 Q4	$316K	Buy	2,054 +564	+38%	+$83.4K	0.02%	308
2025 Q3	$215K	Buy	+1,490	New	+$198K	0.01%	317
2023 Q1	–	Sell	-4,105	Closed	-$331K	–	568
2022 Q4	$331K	Buy	+4,105	New	+$303K	0.02%	298

Other funds holding TJX

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WealthPlan Investment Management's TJX Position: Q2 2026 in Review

WealthPlan Investment Management increased its TJX Companies (TJX) stake by 6.6% in Q2 2026, buying an estimated $46.8K and bringing the position to 4,769 shares worth $723K. The position accounts for 0.04% of the portfolio, ranked #268.

WealthPlan Investment Management first reported a position in TJX in Q4 2022 and has held it in 5 quarters since. 1,033 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

WealthPlan Investment Management held 4,769 shares of TJX Companies worth $723K as of Q2 2026.
WealthPlan Investment Management bought 296 TJX Companies shares in Q2 2026, an estimated $46.8K.
TJX Companies made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #268 holding.
WealthPlan Investment Management first reported a position in TJX Companies in Q4 2022 and has held it in 5 quarters since.
1,033 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.