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1620 Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

1620 Investment Advisors’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62K Hold
30
– – ﹤0.01% 593
2026
Q1 		$2.95K Hold
30
– – ﹤0.01% 561
2025
Q4 		$2.7K Hold
30
– – ﹤0.01% 568
2025
Q3 		$2.8K Hold
30
– – ﹤0.01% 566
2025
Q2 		$3.23K Hold
30
– – ﹤0.01% 566
2025
Q1 		$3.42K Hold
30
– – ﹤0.01% 539
2024
Q4 		$2.68K Buy
+30
New +$2.71K ﹤0.01% 569

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1620 Investment Advisors's BJ Position: Q2 2026 in Review

1620 Investment Advisors held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 30 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

1620 Investment Advisors first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.42K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • 1620 Investment Advisors held 30 shares of BJs Wholesale Club worth $2.62K as of Q2 2026.
  • 1620 Investment Advisors left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #593 holding.
  • 1620 Investment Advisors first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • 1620 Investment Advisors's BJs Wholesale Club position peaked at $3.42K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.