Position in TJX
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$20,452
-$1,107 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,626
of 2,736 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $36,893 across 2 Apparel Retail names. TJX ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
135 | $20,452 | |
| 2 | LULU |
lululemon athletica inc.
|
144 | $16,441 |
All Filings in TJX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,452 | 135 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $21,559 | 135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,583 | 134 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $19,368 | 134 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,424 | 133 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,199 | 133 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,826 | 131 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||