Position in TJX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$214,372
-$26,455 QoQ
Shares Held
1,415
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,362
of 2,736 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Falcon Wealth Planning holds $618,574 across 2 Apparel Retail names. TJX ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
|
1,899 | $404,202 | |
| 2 | TJX |
Tjx Companies Inc /De/
This page
|
1,415 | $214,372 |
All Filings in TJX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,372 | 1,415 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $240,827 | 1,508 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $224,885 | 1,464 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||