Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

TJX holding history

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

TJX overview All 13F holders of TJX Full Q2 2026 holdings

Shares (Q2 2026): 22,747
Value: $3.45M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of TJX by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,747	$3.45M	0.3%	+6,023+36.0%	Added	Holders
Q1 2026	16,724	$2.67M	0.2%	−295−1.7%	Reduced	Holders
Q4 2025	17,019	$2.61M	0.2%	−239−1.4%	Reduced	Holders
Q3 2025	17,258	$2.49M	0.2%	−266−1.5%	Reduced	Holders
Q2 2025	17,524	$2.16M	0.2%	−409−2.3%	Reduced	Holders
Q1 2025	17,933	$2.18M	0.2%	+78+0.4%	Added	Holders
Q4 2024	17,855	$2.16M	0.2%	−706−3.8%	Reduced	Holders
Q3 2024	18,561	$2.18M	0.2%	−535−2.8%	Reduced	Holders
Q2 2024	19,096	$2.10M	0.2%	+1,035+5.7%	Added	Holders
Q1 2024	18,061	$1.83M	0.2%	−139−0.8%	Reduced	Holders
Q4 2023	18,200	$1.71M	0.2%	−186−1.0%	Reduced	Holders
Q3 2023	18,386	$1.63M	0.2%	−1,651−8.2%	Reduced	Holders
Q2 2023	20,037	$1.70M	0.2%	−384−1.9%	Reduced	Holders
Q1 2023	20,421	$1.60M	0.2%	+415+2.1%	Added	Holders
Q4 2022	20,006	$1.59M	0.2%	+925+4.8%	Added	Holders
Q3 2022	19,081	$1.19M	0.2%	+1,069+5.9%	Added	Holders
Q2 2022	18,012	$1.01M	0.1%	−1,249−6.5%	Reduced	Holders
Q1 2022	19,261	$1.17M	0.1%	+348+1.8%	Added	Holders
Q4 2021	18,913	$1.44M	0.2%	+928+5.2%	Added	Holders
Q3 2021	17,985	$1.19M	0.1%	−1,870−9.4%	Reduced	Holders
Q2 2021	19,855	$1.34M	0.2%	−826−4.0%	Reduced	Holders
Q1 2021	20,681	$1.37M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.