WealthPlan Investment Management, LLC
Position in TJX — Tjx Companies Inc /De/
CIK 1929986
OMAHA, NE
Position in TJX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$722,503
+$8,165 QoQ
Shares Held
4,769
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,656
of 2,736 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $1,359,227 across 3 Apparel Retail names. TJX ranks #1 (53.2% of the industry book) .
All Filings in TJX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,503 | 4,769 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $714,338 | 4,473 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $315,514 | 2,054 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $215,364 | 1,490 | Shares | Sole | 2025-10-27 | |
| 2022-12-31 | $326,758 | 4,105 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||