SEC 13F Intelligence

Transform Wealth, LLC / TJX

Transform Wealth, LLC’s Tjx Cos Inc New Position

Does Transform Wealth, LLC own Tjx Cos Inc New (TJX)? Yes101.4K shares worth $12M (+0.75% of its 13F portfolio) as of Q1 2025, down from 101.9K shares the prior filed quarter.

Position Value
$12M
Q1 2025
Shares
101.4K
% of Portfolio
+0.75%
Quarters Held
17
currently held

Position History TJX

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $5MQ3 ’19Q4 ’19: $6MQ1 ’20: $5MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $7MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025101.4K$12M+0.75%
Q4 2024101.9K$12M+0.68%
Q3 202492.7K$11M+0.72%
Q2 202484.2K$9M+0.70%
Q1 202482.4K$8M+0.79%
Q4 202379.3K$7M+0.73%
Q3 202374.2K$7M+0.70%
Q2 202366.2K$6M+0.50%
Q1 202363.4K$5M+0.47%
Q4 202221.0K$2M+0.19%
Q3 202219.2K$1M+0.15%
Q1 202094.6K$5M+0.96%
Q4 201992.0K$6M+0.89%
Q3 201992.1K$5M+0.91%
Q2 201992.5K$5M+0.72%
Q1 2019105.4K$6M+1.04%
Q4 2018102.8K$5M+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of TJX.