Institute for Wealth Management, LLC.

Position in TJX — Tjx Companies Inc /De/

CIK 1533954 DENVER, CO

Position in TJX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,042,926

-$66,190 QoQ

Shares Held

6,884

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,495

of 2,745 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,986,014 across 6 Apparel Retail names. TJX ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/ This page	6,884	$1,042,926
2	LULU	lululemon athletica inc.	5,686	$649,227
3	ROST	Ross Stores, Inc.	1,008	$214,552
4	AEO	American Eagle Outfitters Inc	3,907	$67,200
5	GAP	Gap Inc	343	$6,407
6	BURL	Burlington Stores, Inc.	18	$5,702

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,042,926	6,884	-0.9%	Shares	Sole	2026-07-28
2026-03-31	$1,109,116	6,945	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$1,071,429	6,975	-5.4%	Shares	Sole	2026-01-27
2025-09-30	$1,065,693	7,373	-3.9%	Shares	Sole	2025-10-17
2025-06-30	$947,909	7,676	+0.0%	Shares	Sole	2025-07-18
2025-03-31	$934,815	7,675	-1.1%	Shares	Sole	2025-04-21
2024-12-31	$937,606	7,761	0.0%	Shares	Sole	2025-01-23
2024-09-30	$912,227	7,761	0.0%	Shares	Sole	2024-11-12
2024-06-30	$854,486	7,761	+4.0%	Shares	Sole	2024-07-25
2024-03-31	$757,201	7,466	0.0%	Shares	Sole	2024-04-30
2023-12-31	$700,385	7,466	0.0%	Shares	Sole	2024-01-31
2023-09-30	$663,578	7,466	-0.9%	Shares	Sole	2023-10-13
2023-06-30	$638,807	7,534	0.0%	Shares	Sole	2023-07-25
2023-03-31	$590,364	7,534	-1.2%	Shares	Sole	2023-04-20
2022-12-31	$607,029	7,626	-0.9%	Shares	Sole	2023-02-02
2022-09-30	$478,137	7,697	0.0%	Shares	Sole	2022-10-18
2022-06-30	$429,877	7,697	0.0%	Shares	Sole	2022-07-25
2022-03-31	$466,284	7,697	0.0%	Shares	Sole	2022-04-29
2021-12-31	$584,356	7,697	0.0%	Shares	Sole	2022-01-21
2021-09-30	$507,848	7,697	+1.3%	Shares	Sole	2021-11-15
2021-06-30	$512,189	7,597	0.0%	Shares	Sole	2021-07-21
2021-03-31	$502,541	7,597	-1.5%	Shares	Sole	2021-05-04
2020-12-31	$526,515	7,710	+0.8%	Shares	Sole	2021-02-01
2020-09-30	$425,555	7,647	+0.8%	Shares	Sole	2020-11-03
2020-06-30	$383,447	7,584	+1.8%	Shares	Sole	2020-07-30
2020-03-31	$356,327	7,453	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.