MONTAG A & ASSOCIATES INC

Position in TJX — Tjx Companies Inc /De/

CIK 829407 ATLANTA, GA

Position in TJX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,241,048

-$699,762 QoQ

Shares Held

80,799

-0.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#573

of 2,735 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $12,379,301 across 3 Apparel Retail names. TJX ranks #1 (98.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/ This page	80,799	$12,241,048
2	ROST	Ross Stores, Inc.	649	$138,139
3	LULU	lululemon athletica inc.	1	$114

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,241,048	80,799	-0.3%	Shares	Sole	2026-08-05
2026-03-31	$12,940,810	81,032	-0.4%	Shares	Sole	2026-04-29
2025-12-31	$12,500,013	81,375	-2.2%	Shares	Sole	2026-02-02
2025-09-30	$12,023,559	83,185	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$10,279,801	83,244	-0.3%	Shares	Sole	2025-08-07
2025-03-31	$10,172,005	83,514	-1.9%	Shares	Sole	2025-05-05
2024-12-31	$10,284,072	85,126	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$10,025,221	85,292	+0.8%	Shares	Sole	2024-11-05
2024-06-30	$9,316,111	84,615	-23.6%	Shares	Sole	2024-07-31
2024-03-31	$11,236,220	110,789	-0.7%	Shares	Sole	2024-05-07
2023-12-31	$10,461,315	111,516	+2.9%	Shares	Sole	2024-02-07
2023-09-30	$9,628,903	108,336	+4.8%	Shares	Sole	2023-11-09
2023-06-30	$8,764,742	103,370	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$8,165,425	104,204	-2.6%	Shares	Sole	2023-05-11
2022-12-31	$8,517,200	107,000	-0.2%	Shares	Sole	2023-02-02
2022-09-30	$6,662,183	107,247	-3.2%	Shares	Sole	2022-11-09
2022-06-30	$6,185,331	110,749	-11.2%	Shares	Sole	2022-08-10
2022-03-31	$7,551,297	124,650	-14.0%	Shares	Sole	2022-05-02
2021-12-31	$11,005,287	144,959	+23.5%	Shares	Sole	2022-02-09
2021-09-30	$7,741,829	117,336	-14.1%	Shares	Sole	2021-11-08
2021-06-30	$9,209,100	136,593	-2.6%	Shares	Sole	2021-08-03
2021-03-31	$9,280,315	140,292	-10.2%	Shares	Sole	2021-05-14
2020-12-31	$10,673,112	156,291	-1.3%	Shares	Sole	2021-02-12
2020-09-30	$8,810,007	158,311	-14.4%	Shares	Sole	2020-11-12
2020-06-30	$9,345,459	184,839	+20.4%	Shares	Sole	2020-08-04
2020-03-31	$7,338,309	153,489	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.