Mowery & Schoenfeld Wealth Management, LLC
Position in TJX — Tjx Companies Inc /De/
CIK 2019946
LINCOLNSHIRE, IL
Position in TJX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$83,022
-$4,493 QoQ
Shares Held
548
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,519
of 2,736 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $95,444 across 3 Apparel Retail names. TJX ranks #1 (87.0% of the industry book) .
All Filings in TJX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,022 | 548 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $87,515 | 548 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $84,024 | 547 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $79,207 | 548 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $70,759 | 573 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $74,054 | 608 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $69,103 | 572 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,607 | 371 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $40,847 | 371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,626 | 371 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $36,023 | 384 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||