Renaissance Investment Group LLC TJX — TJX COS INC NEW COM

Ownership history in Renaissance Investment Group LLC  ·  62 quarters on record

AI Ownership Summary

Renaissance Investment Group LLC reported TJX COS INC NEW COM (TJX) in 62 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 4.56% in 2026 Q1. The latest visible filing shows TJX at 3.94% 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 Renaissance Investment Group LLC's position in TJX COS INC NEW COM, 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
2026 Q2

TJX was reported at 3.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.56% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

TJX stock page Renaissance Investment Group LLC fund profile Renaissance Investment Group LLC full holdings
How Renaissance Investment Group LLC held TJX — position size vs. price
% of Fund (quarterly)    TJX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 132,164 -847 -0.6% 3.94% $20.0M 2026-07-08 $152.79
2026 Q1 REDUCED — — — 133,011 -4,384 -3.2% 4.56% $21.2M 2026-04-15 $159.71
2025 Q4 REDUCED — — — 137,395 -4,019 -2.8% 4.25% $21.1M 2026-01-06 $152.98
2025 Q3 REDUCED — — — 141,414 -1,531 -1.1% 4.14% $20.4M 2025-10-07 $141.39
2025 Q2 ADDED — — — 142,945 +772 +0.5% 3.83% $17.7M 2025-07-09 $123.93
2025 Q1 REDUCED 6.0% +1.7% ❌ 142,173 -9,045 -6.0% 4.20% $17.3M 2025-05-07 $126.68
2024 Q4 REDUCED — — — 151,218 -676 -0.4% 3.86% $18.3M 2025-01-16 $119.17
2024 Q3 REDUCED — — — 151,894 -943 -0.6% 3.72% $17.9M 2024-10-10 $110.19
2024 Q2 ADDED — — — 152,837 +1,159 +0.8% 3.73% $17.1M 2024-07-10 $110.19
2024 Q1 ADDED — — — 151,678 +532 +0.4% 3.53% $15.4M 2024-04-29 $92.18
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TJX

As of 2026 Q2 — sorted by position size

Bath Savings Trust Co 3Y 7Y 5.95% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.92% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.59% HALL LAURIE J TRUSTEE 3Y 7Y 2.44% Piscataqua Savings Bank 3Y 2.39% First National Bank of Mount Dora, Trust Investment Services 3Y 2.16% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 2.13% SWP Investment Management LLC 2.08% Bill Few Associates, Inc. 3Y 1.94% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 1.66%

FAQ About Renaissance Investment Group LLC and TJX

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

How long has Renaissance Investment Group LLC reported owning TJX?

Renaissance Investment Group LLC reported TJX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TJX position in Renaissance Investment Group LLC's portfolio?

The largest reported portfolio weight for TJX was 4.56% in 2026 Q1.

What is the latest reported TJX position on this page?

The most recent filing on this page is 2026 Q2, when Renaissance Investment Group LLC reported 132,164 shares, equal to 3.94% of portfolio, with an estimated market value of $20.0M.

What does the chart on this TJX ownership page compare?

The chart compares Renaissance Investment Group LLC'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.

How well did Renaissance Investment Group LLC time their TJX position?

Based on 13F filing dates vs. subsequent TJX price moves, Renaissance Investment Group LLC correctly timed 33 out of 58 reported position changes (57%). The annualised alpha on TJX relative to SPY over the holding period was +26.6%.

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