TJX TJX COS INC NEW

Ownership history in Beacon Bank & Trust  ·  22 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported TJX COS INC NEW (TJX) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.38% in 2025 Q3. The latest visible filing shows TJX at 1.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TJX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in TJX COS INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TJX was reported at 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Bank & Trust held TJX — position size vs. price
% of Fund (quarterly)    TJX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,642 -2,647 -6.0% 1.30% $6.4M 2026-02-14 (Est.) $154.46
2025 Q3 REDUCED 44,289 -1,325 -2.9% 1.38% $6.4M 2025-10-24 $141.10
2025 Q2 ADDED 45,614 +4,030 +9.7% 1.29% $5.6M 2025-07-09 $124.34
2025 Q1 ADDED 41,584 +134 +0.3% 1.23% $5.1M 2025-04-17 $126.08
2024 Q4 ADDED 41,450 +51 +0.1% 1.16% $5.0M 2025-01-22 $120.73
2024 Q3 ADDED 41,399 +1,774 +4.5% 1.14% $4.9M 2024-10-18 $115.58
2024 Q2 REDUCED 39,625 -1,682 -4.1% 1.10% $4.4M 2024-07-12 $111.85
2024 Q1 REDUCED 41,307 -3,538 -7.9% 1.04% $4.2M 2024-04-24 $92.88
2023 Q4 REDUCED 44,845 -516 -1.1% 1.11% $4.2M 2024-01-22 $92.42
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and TJX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bank & Trust reported owning TJX?

Beacon Bank & Trust reported TJX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TJX position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for TJX was 1.38% in 2025 Q3.

What is the latest reported TJX position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bank & Trust reported 41,642 shares, equal to 1.30% of portfolio, with an estimated market value of $6.4M.

What does the chart on this TJX ownership page compare?

The chart compares Beacon Bank & Trust's quarterly TJX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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