Position in TJX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,401,729
+$377,535 QoQ
Shares Held
15,853
+25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,145
of 2,736 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,248,018 across 2 Apparel Retail names. TJX ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
15,853 | $2,401,729 | |
| 2 | ROST |
Ross Stores, Inc.
|
3,976 | $846,289 |
All Filings in TJX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,401,729 | 15,853 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,024,194 | 12,675 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,838,248 | 11,967 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,663,508 | 11,509 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,465,700 | 11,869 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,323,842 | 10,869 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,105,530 | 9,151 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $886,954 | 7,546 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $817,491 | 7,425 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $862,575 | 8,505 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||