Eric H. Schoenstein's Jensen Investment Management increased its The TJX Companies Inc (TJX) position by 2,073% in 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026. The stake went from 23.2K to 503K shares, worth about $76.2M, and from 0.07% to 1.85% of the reported portfolio.
What did the 2026 Q2 filing report for TJX?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 23.2K | 503K |
| Shares added | +480K (2,073%) | |
| Reported value | $3.7M | $76.2M |
| Portfolio weight | 0.07% | 1.85% |
| Rank in portfolio | 20th of 83 |
How much did Eric H. Schoenstein add to TJX?
Eric H. Schoenstein added 480K shares of TJX during 2026 Q2, taking the stake from 23.2K to 503K. The reported value of the position rose by about $72.5M, from about $3.7M to about $76.2M.
Where does TJX sit in the Eric H. Schoenstein portfolio?
TJX ranks 20th of 83 stock positions in the Eric H. Schoenstein portfolio at 1.85%, above the fund's average stock position of 1%. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. The TJX addition was the 7th largest of the quarter's 80 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held TJX?
Eric H. Schoenstein has held TJX since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 5.29% in 2015 Q1. The share count had been unchanged the quarter before. Every reported trade is on the Eric H. Schoenstein TJX trade history page.
Did other funds buy or sell TJX in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 2 hold TJX. The largest buyer of TJX this quarter was Terry Smith. Every tracked holder of TJX is on the TJX ownership page.
FAQ
How many TJX shares did Eric H. Schoenstein buy in 2026 Q2?
Eric H. Schoenstein added 480K shares of TJX, a 2,073% increase, to 503K shares.
What is the TJX position of Eric H. Schoenstein worth now?
The TJX position of Eric H. Schoenstein is worth about $76.2M at June 30, 2026 prices, 1.85% of the portfolio.
Is TJX a top holding of Eric H. Schoenstein?
TJX ranks 20th of 83 stock positions in the Eric H. Schoenstein portfolio, at 1.85%.
Did other funds add to TJX in 2026 Q2?
Among the 2 other tracked funds that hold TJX, none added to it in 2026 Q2 and none trimmed it.