WFAG
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Wescott Financial Advisory Group’s TJX Companies TJX Stock Holding History

Wescott Financial Advisory Group’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 		$287K Buy
1,800
+378
+27% +$58.9K 0.03% 158
2025
Q4 		$219K Buy
+1,422
New +$210K 0.02% 179

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 $137B AUM 18.02% 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

Wescott Financial Advisory Group's TJX Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its TJX Companies (TJX) stake by 27% in Q1 2026, buying an estimated $58.9K and bringing the position to 1,800 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #158.

Wescott Financial Advisory Group first reported a position in TJX in Q4 2025 and has held it in 2 quarters since. 2,721 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • Wescott Financial Advisory Group held 1,800 shares of TJX Companies worth $287K as of Q1 2026.
  • Wescott Financial Advisory Group bought 378 TJX Companies shares in Q1 2026, an estimated $58.9K.
  • TJX Companies made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #158 holding.
  • Wescott Financial Advisory Group first reported a position in TJX Companies in Q4 2025 and has held it in 2 quarters since.
  • 2,721 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.