First National Bank of Mount Dora, Trust Investment Services TJX holdings history
TJX COMPANIES INC · CUSIP 872540109 · CIK 1423045
As of 2026-06-30, First National Bank of Mount Dora, Trust Investment Services reported 71.32K TJX (shares), valued at $10.81M, or 2.16% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares decreased 0.83%; reported value decreased 5.92%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.16% | 71,323 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 2.48% | 71,921 | SEC filing ↗Filed Jun 8, 2026 |
| Q4 2025 | 2.44% | 72,731 | SEC filing ↗Filed Jun 8, 2026 |
| Q3 2025 | 2.32% | 72,605 | SEC filing ↗Filed Jun 8, 2026 |
| Q2 2025 | 1.47% | 52,854 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 1.57% | 52,801 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 1.39% | 49,154 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 1.28% | 47,843 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 1.15% | 43,183 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 1.02% | 41,159 | SEC filing ↗Filed Apr 10, 2024 |
| Q4 2023 | 0.65% | 25,907 | SEC filing ↗Filed Jan 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.65% | 25,907 | $2.43M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 5, 2024 |
| Q1 2024 | 1.02% | 41,159 | $4.17M | Shares increased 58.87%; reported value increased 71.76%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2024 |
| Q2 2024 | 1.15% | 43,183 | $4.75M | Shares increased 4.92%; reported value increased 13.90%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 1.28% | 47,843 | $5.62M | Shares increased 10.79%; reported value increased 18.28%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 1.39% | 49,154 | $5.94M | Shares increased 2.74%; reported value increased 5.60%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 1.57% | 52,801 | $6.43M | Shares increased 7.42%; reported value increased 8.30%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 1.47% | 52,854 | $6.53M | Shares increased 0.10%; reported value increased 1.49%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 2.32% | 72,605 | $10.49M | Shares increased 37.37%; reported value increased 60.78%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 8, 2026 |
| Q4 2025 | 2.44% | 72,731 | $11.17M | Shares increased 0.17%; reported value increased 6.46%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 8, 2026 |
| Q1 2026 | 2.48% | 71,921 | $11.49M | Shares decreased 1.11%; reported value increased 2.81%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 8, 2026 |
| Q2 2026 | 2.16% | 71,323 | $10.81M | Shares decreased 0.83%; reported value decreased 5.92%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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