The TJX Companies Inc (TJX) is a new holding of Terry Smith's Fundsmith as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 2.27M shares worth about $344.3M, 2.52% of the portfolio. The position did not appear in the prior quarter. TJX enters the book as the 21st largest of 41 stock positions.
What did the 2026 Q2 filing report for TJX?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 2.27M |
| Reported value | $344.3M |
| Portfolio weight | 2.52% |
| Rank in portfolio | 21st of 41 |
How big is the new TJX position?
Terry Smith opened 13 stock positions in 2026 Q2; TJX is the 7th largest of them by weight. An average stock position in the Terry Smith portfolio is 2% of the reported value, so the new name starts at about the fund's typical size.
Where does TJX sit in the Terry Smith portfolio?
TJX ranks 21st of 41 stock positions in the Terry Smith portfolio at 2.52%, about the fund's average stock position of 2%. The largest stock position is MAR at 7.02%. Next come SYK at 6.72% and WAT at 6.25%. The three largest stocks together are 19.99% of the book. The TJX purchase was the 14th largest of the quarter's 44 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Terry Smith reported 41 stock positions, with 13 opened and 6 closed. The total portfolio value is about $13.6B, up 6% from the prior quarter.
Has Terry Smith held TJX before?
Terry Smith has not reported TJX before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell TJX in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 2 hold TJX. The largest buyer of TJX this quarter was Eric H. Schoenstein. Every tracked holder of TJX is on the TJX ownership page.
FAQ
How many TJX shares does Terry Smith hold?
Terry Smith holds 2.27M shares of TJX as of June 30, 2026, worth about $344.3M.
What is TJX's weight in the Terry Smith portfolio?
TJX is 2.52% of the Terry Smith portfolio and ranks 21st of 41 stocks by weight.
Has Terry Smith owned TJX before?
No. Terry Smith has not reported TJX before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold TJX?
2 other tracked funds that had filed for 2026 Q2 hold TJX.