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Xcel Wealth Management’s TJX Companies TJX Stock Holding History

Xcel 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
Q2 		$2.84M Sell
18,720
-932
-5% -$147K 0.68% 38
2026
Q1 		$3.14M Sell
19,652
-445
-2% -$69.3K 0.87% 30
2025
Q4 		$3.09M Buy
20,097
+1
+0% +$148 0.79% 32
2025
Q3 		$2.9M Hold
20,096
– – 0.76% 37
2025
Q2 		$2.48M Buy
20,096
+715
+4% +$90.7K 0.71% 37
2025
Q1 		$2.36M Sell
19,381
-714
-4% -$86.7K 0.74% 35
2024
Q4 		$2.43M Sell
20,095
-475
-2% -$56.7K 0.67% 35
2024
Q3 		$2.42M Sell
20,570
-20
-0.1% -$2.29K 0.71% 35
2024
Q2 		$2.27M Sell
20,590
-325
-2% -$32.7K 0.71% 37
2024
Q1 		$2.12M Sell
20,915
-310
-1% -$30.1K 0.66% 37
2023
Q4 		$1.99M Sell
21,225
-1,394
-6% -$125K 0.7% 39
2023
Q3 		$2.01M Sell
22,619
-3,119
-12% -$275K 0.79% 34
2023
Q2 		$2.18M Sell
25,738
-685
-3% -$54K 0.69% 41
2023
Q1 		$2.07M Sell
26,423
-950
-3% -$74.7K 0.73% 41
2022
Q4 		$2.18M Sell
27,373
-11,100
-29% -$820K 0.86% 36
2022
Q3 		$2.39M Buy
38,473
+1,000
+3% +$62.8K 0.89% 32
2022
Q2 		$2.09M Buy
37,473
+774
+2% +$46.8K 0.76% 38
2022
Q1 		$2.22M Buy
36,699
+2,270
+7% +$152K 0.61% 51
2021
Q4 		$2.61M Buy
34,429
+5,285
+18% +$367K 0.67% 45
2021
Q3 		$1.92M Buy
29,144
+550
+2% +$38.4K 0.56% 53
2021
Q2 		$1.93M Buy
+28,594
New +$1.95M 0.58% 47

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Xcel Wealth Management's TJX Position: Q2 2026 in Review

Xcel Wealth Management reduced its TJX Companies (TJX) stake by 4.7% in Q2 2026, selling an estimated $147K and leaving 18,720 shares worth $2.84M. The position accounts for 0.68% of the portfolio, ranked #38.

Xcel Wealth Management first reported a position in TJX in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.14M in Q1 2026. 2,733 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Xcel Wealth Management held 18,720 shares of TJX Companies worth $2.84M as of Q2 2026.
  • Xcel Wealth Management sold 932 TJX Companies shares in Q2 2026, an estimated $147K.
  • TJX Companies made up 0.68% of Xcel Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Xcel Wealth Management first reported a position in TJX Companies in Q2 2021 and has held it in 21 quarters since.
  • Xcel Wealth Management's TJX Companies position peaked at $3.14M in Q1 2026.
  • 2,733 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.