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Whalen Wealth Management’s TJX Companies TJX Stock Holding History

Whalen Wealth 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
Q3 		– Sell
-3,011
Closed -$456K – 248
2026
Q2 		$456K Buy
3,011
+640
+27% +$101K 0.21% 121
2026
Q1 		$379K Buy
+2,371
New +$369K 0.2% 129

Other funds holding TJX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Whalen Wealth Management's TJX Position: Q3 2026 in Review

Whalen Wealth Management sold out of TJX Companies (TJX) in Q3 2026, closing a stake of 3,011 shares — an estimated $456K sold.

Whalen Wealth Management first reported a position in TJX in Q1 2026 and held it in 2 quarters. The position peaked at $456K in Q2 2026. 133 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Whalen Wealth Management reported no remaining TJX Companies position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,011 TJX Companies shares in Q3 2026, an estimated $456K.
  • Whalen Wealth Management first reported a position in TJX Companies in Q1 2026 and held it in 2 quarters.
  • Whalen Wealth Management's TJX Companies position peaked at $456K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.