Jeremy Grantham's TJX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.65 M shares of The TJX Companies, Inc. (TJX) worth $527.89 M, representing 1.49% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in TJX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 4.68 M shares. Largest reduction occurred in Q4 2024, reducing 1.92 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The TJX Companies (TJX) Holding Value Over Time
Track share changes against reported price movement
Quarterly The TJX Companies (TJX) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +3.76 M | Add 0.00% | 3.76 M | $25.03 |
| Q3 2013 | -29,884 | Reduce 0.79% | 3.73 M | $28.19 |
| Q4 2013 | -192,742 | Reduce 5.17% | 3.54 M | $31.86 |
| Q1 2014 | +1.42 M | Add 40.10% | 4.96 M | $30.32 |
| Q2 2014 | +374,200 | Add 7.55% | 5.33 M | $26.57 |
| Q3 2014 | -705,818 | Reduce 13.24% | 4.62 M | $29.59 |
| Q4 2014 | -1.61 M | Reduce 34.75% | 3.02 M | $34.29 |
| Q1 2015 | -77,842 | Reduce 2.58% | 2.94 M | $35.03 |
| Q2 2015 | -218,400 | Reduce 7.43% | 2.72 M | $33.09 |
| Q3 2015 | -266,974 | Reduce 9.81% | 2.45 M | $35.71 |
| Q4 2015 | -202,098 | Reduce 8.24% | 2.25 M | $35.45 |
| Q1 2016 | -67,576 | Reduce 3.00% | 2.18 M | $39.17 |
| Q2 2016 | -678,198 | Reduce 31.06% | 1.51 M | $38.62 |
| Q3 2016 | -18,000 | Reduce 1.20% | 1.49 M | $37.39 |
| Q4 2016 | +149,614 | Add 10.06% | 1.64 M | $37.57 |
| Q1 2017 | -48,864 | Reduce 2.98% | 1.59 M | $39.54 |
| Q2 2017 | +38,250 | Add 2.41% | 1.63 M | $36.09 |
| Q3 2017 | -63,070 | Reduce 3.88% | 1.56 M | $36.86 |
| Q4 2017 | +4.68 M | Add 299.54% | 6.25 M | $38.23 |
| Q1 2018 | +861,260 | Add 13.79% | 7.11 M | $40.78 |
| Q2 2018 | -964,896 | Reduce 13.57% | 6.14 M | $47.59 |
| Q3 2018 | -967,164 | Reduce 15.74% | 5.18 M | $56.01 |
| Q4 2018 | -291,394 | Reduce 5.63% | 4.88 M | $44.74 |
| Q1 2019 | -896,497 | Reduce 18.35% | 3.99 M | $53.21 |
| Q2 2019 | -262,016 | Reduce 6.57% | 3.73 M | $52.88 |
| Q3 2019 | +48,376 | Add 1.30% | 3.77 M | $55.74 |
| Q4 2019 | -101,147 | Reduce 2.68% | 3.67 M | $61.06 |
| Q1 2020 | +683,387 | Add 18.60% | 4.36 M | $47.81 |
| Q2 2020 | +435,428 | Add 9.99% | 4.79 M | $50.56 |
| Q3 2020 | +38,471 | Add 0.80% | 4.83 M | $55.65 |
| Q4 2020 | +10,207 | Add 0.21% | 4.84 M | $68.29 |
| Q1 2021 | +32,303 | Add 0.67% | 4.87 M | $66.15 |
| Q2 2021 | -10,159 | Reduce 0.21% | 4.86 M | $67.42 |
| Q3 2021 | +228,955 | Add 4.71% | 5.09 M | $65.98 |
| Q4 2021 | +30,273 | Add 0.59% | 5.12 M | $75.92 |
| Q1 2022 | +20,190 | Add 0.39% | 5.14 M | $60.58 |
| Q2 2022 | -309,557 | Reduce 6.02% | 4.83 M | $55.85 |
| Q3 2022 | -43,742 | Reduce 0.91% | 4.79 M | $62.12 |
| Q4 2022 | -150,032 | Reduce 3.13% | 4.64 M | $79.60 |
| Q1 2023 | +83,070 | Add 1.79% | 4.72 M | $78.36 |
| Q2 2023 | -87,610 | Reduce 1.86% | 4.63 M | $84.79 |
| Q3 2023 | -478,099 | Reduce 10.32% | 4.16 M | $88.88 |
| Q4 2023 | +186,179 | Add 4.48% | 4.34 M | $93.81 |
| Q1 2024 | +849,390 | Add 19.56% | 5.19 M | $101.42 |
| Q2 2024 | +222,464 | Add 4.28% | 5.41 M | $110.10 |
| Q3 2024 | +280,371 | Add 5.18% | 5.69 M | $117.54 |
| Q4 2024 | -1.92 M | Reduce 33.73% | 3.77 M | $120.81 |
| Q1 2025 | +4,481 | Add 0.12% | 3.78 M | $121.80 |
| Q2 2025 | -131,208 | Reduce 3.47% | 3.65 M | $123.49 |
| Q3 2025 | +5,019 | Add 0.14% | 3.65 M | $144.54 |
Jeremy Grantham's The TJX Companies Investment FAQs
Jeremy Grantham first purchased The TJX Companies, Inc. (TJX) in Q2 2013, acquiring 3,759,462 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The TJX Companies, Inc. (TJX) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to The TJX Companies, Inc. (TJX) was in Q4 2017, adding 6,246,850 shares worth $238.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,652,215 shares of The TJX Companies, Inc. (TJX), valued at approximately $527.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The TJX Companies, Inc. (TJX) represents approximately 1.49% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in The TJX Companies, Inc. (TJX) was 7,108,110 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.