Position in TJX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,446,170
+$775,348 QoQ
Shares Held
22,747
+36.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#994
of 2,736 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $3,449,595 across 2 Apparel Retail names. TJX ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
22,747 | $3,446,170 | |
| 2 | LULU |
lululemon athletica inc.
|
30 | $3,425 |
All Filings in TJX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,446,170 | 22,747 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,670,822 | 16,724 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,614,288 | 17,019 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,494,471 | 17,258 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,164,038 | 17,524 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $2,184,239 | 17,933 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,157,062 | 17,855 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,181,659 | 18,561 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,102,469 | 19,096 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,831,746 | 18,061 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,707,342 | 18,200 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,634,147 | 18,386 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,698,937 | 20,037 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $1,600,189 | 20,421 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $1,592,477 | 20,006 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,185,311 | 19,081 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $1,005,970 | 18,012 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,166,831 | 19,261 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,435,874 | 18,913 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,186,649 | 17,985 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,338,623 | 19,855 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $1,368,047 | 20,681 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,407,046 | 20,604 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,149,784 | 20,661 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,374,726 | 27,190 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,395,908 | 29,197 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||