SEC 13F Intelligence

Phillips Wealth Planners LLC / TJX

Phillips Wealth Planners LLC’s Tjx Cos Inc New Position

Does Phillips Wealth Planners LLC own Tjx Cos Inc New (TJX)? Yes11.2K shares worth $2M (+1.25% of its 13F portfolio) as of Q1 2026, up from 11.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
11.2K
% of Portfolio
+1.25%
Quarters Held
14
currently held

Position History TJX

Reported value by quarter
Q4 ’22: $225,005Q4 ’22Q1 ’23: $216,320Q2 ’23: $228,763Q2 ’23Q3 ’23: $232,570Q4 ’23: $244,076Q4 ’23Q1 ’24: $285,556Q2 ’24: $468,938Q2 ’24Q3 ’24: $508,929Q4 ’24: $701,391Q4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.2K$2M+1.25%
Q4 202511.2K$2M+1.40%
Q3 202510.5K$2M+1.25%
Q2 20259.9K$1M+1.12%
Q1 20258.7K$1M+1.18%
Q4 20245.8K$701,391+0.70%
Q3 20244.3K$508,929+0.49%
Q2 20244.2K$468,938+0.49%
Q1 20243.1K$285,556+0.33%
Q4 20232.6K$244,076+0.29%
Q3 20232.6K$232,570+0.31%
Q2 20232.7K$228,763+0.30%
Q1 20232.8K$216,320+0.29%
Q4 20222.8K$225,005+0.39%

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