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Abound Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Abound Wealth Management’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 		– Sell
-8
Closed -$788 – 1396
2026
Q1 		$788 Buy
+8
New +$772 ﹤0.01% 1009
2024
Q4 		– Sell
-33
Closed -$2.72K – 1240
2024
Q3 		$2.72K Hold
33
– – ﹤0.01% 665
2024
Q2 		$2.9K Buy
+33
New +$2.67K ﹤0.01% 601
2023
Q3 		– Sell
-20
Closed -$1.26K – 1176
2023
Q2 		$1.26K Buy
+20
New +$1.38K ﹤0.01% 706

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

Abound Wealth Management's BJ Position: Q2 2026 in Review

Abound Wealth Management sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 8 shares — an estimated $788 sold.

Abound Wealth Management first reported a position in BJ in Q2 2023 and held it in 4 quarters. The position peaked at $2.9K in Q2 2024. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Abound Wealth Management reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 8 BJs Wholesale Club shares in Q2 2026, an estimated $788.
  • Abound Wealth Management first reported a position in BJs Wholesale Club in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's BJs Wholesale Club position peaked at $2.9K in Q2 2024.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.