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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

TJX holding history

TJX Companies Inc in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TJX overviewAll 13F holders of TJXFull Q2 2026 holdings

Shares (Q2 2026)
18,720
Value
$2.84M
% of portfolio
0.7%
Quarters held
21
Since Q2 2021
Holdings of TJX by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,720$2.84M0.7%−932−4.7%ReducedHolders
Q1 202619,652$3.14M0.9%−445−2.2%ReducedHolders
Q4 202520,097$3.09M0.8%+10.0%AddedHolders
Q3 202520,096$2.90M0.8%00.0%UnchangedHolders
Q2 202520,096$2.48M0.7%+715+3.7%AddedHolders
Q1 202519,381$2.36M0.7%−714−3.6%ReducedHolders
Q4 202420,095$2.43M0.7%−475−2.3%ReducedHolders
Q3 202420,570$2.42M0.7%−20−0.1%ReducedHolders
Q2 202420,590$2.27M0.7%−325−1.6%ReducedHolders
Q1 202420,915$2.12M0.7%−310−1.5%ReducedHolders
Q4 202321,225$1.99M0.7%−1,394−6.2%ReducedHolders
Q3 202322,619$2.01M0.8%−3,119−12.1%ReducedHolders
Q2 202325,738$2.18M0.7%−685−2.6%ReducedHolders
Q1 202326,423$2.07M0.7%−950−3.5%ReducedHolders
Q4 202227,373$2.18M0.9%−11,100−28.9%ReducedHolders
Q3 202238,473$2.39M0.9%+1,000+2.7%AddedHolders
Q2 202237,473$2.09M0.8%+774+2.1%AddedHolders
Q1 202236,699$2.22M0.6%+2,270+6.6%AddedHolders
Q4 202134,429$2.61M0.7%+5,285+18.1%AddedHolders
Q3 202129,144$1.92M0.6%+550+1.9%AddedHolders
Q2 202128,594$1.93M0.6%+28,594NewHolders