Position in TJX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,030,806
-$23,533 QoQ
Shares Held
6,804
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#1,497
of 2,735 holders
Holding Since
Mar 2022
17 quarters on record
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Beta Wealth Group, Inc. holds $1,030,806 across 1 Apparel Retail name. TJX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
6,804 | $1,030,806 |
All Filings in TJX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,806 | 6,804 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $1,054,339 | 6,602 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $890,938 | 5,800 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $867,673 | 6,003 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $704,263 | 5,703 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $694,381 | 5,701 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $700,698 | 5,800 | Shares | Other | 2025-01-31 | |
| 2024-06-30 | $628,010 | 5,704 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $591,278 | 5,830 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $544,285 | 5,802 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $524,480 | 5,901 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $466,345 | 5,500 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $383,964 | 4,900 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $374,120 | 4,700 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $279,540 | 4,500 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $245,740 | 4,400 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $3,492,739 | 57,655 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||