The TJX Companies, Inc.
US ˙ NYSE ˙ US8725401090

SecurityTJX / The TJX Companies, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership325,477 shares
Latest Disclosed Value $ 51,978,752
EP Wealth Advisors, Inc. reports 6.34% increase in ownership of TJX / The TJX Companies, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 325,477 shares of The TJX Companies, Inc. (US:TJX) valued at $51,978,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 306,069 shares of The TJX Companies, Inc.. This represents a change in shares of 6.34% during the quarter. The current value of the position is $52,307,409 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F TJX COS INC COM 872540109 325,477 19,408 6.34 51,979 10.56 0.2553
2026-02-18 2025-12-31 13F TJX COS INC COM 872540109 306,069 20,698 7.25 47,015 33.41 0.2443
2025-08-14 2025-06-30 13F TJX COS INC COM 872540109 285,371 16,487 6.13 35,240 7.60 0.2316
2025-05-15 2025-03-31 13F TJX COS INC COM 872540109 268,884 15,730 6.21 32,750 7.09 0.2616
2025-02-14 2024-12-31 13F TJX COS INC COM 872540109 253,154 3,012 1.20 30,584 4.02 0.2496
2024-11-15 2024-09-30 13F TJX COS INC COM 872540109 250,142 28,645 12.93 29,402 20.57 0.2527
2024-08-19 2024-06-30 13F TJX COS INC COM 872540109 221,497 154,342 229.83 24,387 258.09 0.2591
2024-05-14 2024-03-31 13F TJX COS INC COM 872540109 67,155 11,483 20.63 6,811 30.41 0.0796
2024-02-28 2023-12-31 13F TJX COS INC COM 872540109 55,672 6,340 12.85 5,223 19.11 0.0666
2023-11-24 2023-09-30 13F TJX COS INC COM 872540109 49,332 923 1.91 4,385 23.91 0.0680
2023-08-14 2023-06-30 13F TJX COS INC COM 872540109 48,409 20,451 73.15 3,539 14.80 0.0510
2023-06-05 2023-03-31 13F TJX COS INC COM 872540109 27,958 -1,757 -5.91 3,082 30.32 0.0530
2023-06-12 2022-12-31 13F TJX COS INC COM 872540109 29,715 29,715 2,365 0.0426
2022-12-02 2022-09-30 13F TJX COS INC COM 872540109 0 -15,419 -100.00 0 -100.00
2022-08-11 2022-06-30 13F TJX COS INC COM 872540109 15,419 -2,298 -12.97 861 -19.76 0.0194
2022-05-20 2022-03-31 13F TJX COS INC COM 872540109 17,717 -575,094 -97.01 1,073 -97.62 0.0236
2022-02-17 2021-12-31 13F TJX COS INC COM 872540109 592,811 33,826 6.05 45,006 22.03 1.0638
2021-11-23 2021-09-30 13F/A-1 TJX COS INC COM 872540109 558,985 39,049 7.51 36,882 5.21 1.0114
2021-11-16 2021-09-30 13F TJX COS INC COM 872540109 4,150 -515,786 36,882 1.0114
2021-08-24 2021-06-30 13F TJX COS INC COM 872540109 519,936 42,961 9.01 35,054 11.10 0.9718
2021-05-17 2021-03-31 13F TJX COS INC COM 872540109 476,975 71,190 17.54 31,552 13.86 1.0031
2021-02-18 2020-12-31 13F TJX COS INC COM 872540109 405,785 25,541 6.72 27,711 30.95 0.9743
2020-11-17 2020-09-30 13F TJX COS INC COM 872540109 380,244 16,164 4.44 21,161 14.96 0.9105
2020-08-14 2020-06-30 13F TJX COS INC COM 872540109 364,080 16,422 4.72 18,408 10.74 0.7860
2020-05-18 2020-03-31 13F TJX COS INC COM 872540109 347,658 14,271 4.28 16,622 -18.35 0.8134
2020-02-14 2019-12-31 13F TJX COS INC COM 872540109 333,387 5,084 1.55 20,357 11.24 0.8383
2019-11-18 2019-09-30 13F TJX COS INC COM 872540109 328,303 3,197 0.98 18,300 6.44 0.9075
2019-08-27 2019-06-30 13F TJX COS INC COM 872540109 325,106 -3,434 -1.05 17,192 -1.66 1.0741
2019-05-20 2019-03-31 13F TJX COS INC COM 872540109 328,540 -4,022 -1.21 17,482 17.49 1.6810
2019-02-15 2018-12-31 13F TJX COS INC COM 872540109 332,562 167,785 101.83 14,879 -19.39 1.1477
2018-11-15 2018-09-30 13F TJX COS INC COM 872540109 164,777 -8,797 -5.07 18,458 11.72 1.4422
2018-08-14 2018-06-30 13F TJX COS INC COM 872540109 173,574 1,533 0.89 16,521 17.74 1.5588
2018-05-15 2018-03-31 13F TJX COS INC COM 872540109 172,041 10,433 6.46 14,032 13.56 1.3563
2018-02-15 2017-12-31 13F TJX COS INC COM 872540109 161,608 7,574 4.92 12,357 8.81 1.3038
2017-11-15 2017-09-30 13F TJX COS INC COM 872540109 154,034 13,234 9.40 11,357 11.76 1.3117
2017-08-17 2017-06-30 13F TJX COS INC COM 872540109 140,800 9,888 7.55 10,162 -1.84 1.2456
2017-05-15 2017-03-31 13F TJX COS INC COM 872540109 130,912 10,963 9.14 10,353 28.54 1.4280
2017-02-15 2016-12-31 13F TJX COS INC COM 872540109 119,949 119,949 8,054 1.1771
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.