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

AE 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
Q1 		$4.2M Buy
42,656
+4,095
+11% +$395K 0.02% 462
2025
Q4 		$3.47M Buy
38,561
+5,150
+15% +$473K 0.02% 457
2025
Q3 		$3.12M Buy
33,411
+782
+2% +$79.9K 0.02% 453
2025
Q2 		$3.52M Buy
32,629
+2,402
+8% +$274K 0.03% 417
2025
Q1 		$3.45M Sell
30,227
-930
-3% -$95.8K 0.03% 419
2024
Q4 		$2.78M Buy
31,157
+5,950
+24% +$538K 0.02% 458
2024
Q3 		$2.08M Buy
25,207
+5,947
+31% +$503K 0.02% 520
2024
Q2 		$1.69M Buy
19,260
+2,303
+14% +$187K 0.02% 562
2024
Q1 		$1.28M Sell
16,957
-525
-3% -$36.6K 0.01% 600
2023
Q4 		$1.13M Buy
17,482
+3,759
+27% +$254K 0.01% 1111
2023
Q3 		$979K Buy
13,723
+1,694
+14% +$114K 0.01% 1106
2023
Q2 		$758K Buy
12,029
+4,911
+69% +$340K ﹤0.01% 1196
2023
Q1 		$541K Buy
7,118
+1,956
+38% +$142K ﹤0.01% 1316
2022
Q4 		$342K Buy
5,162
+593
+13% +$43K ﹤0.01% 1455
2022
Q3 		$333K Buy
4,569
+1,052
+30% +$75.4K ﹤0.01% 1427
2022
Q2 		$219K Sell
3,517
-2,511
-42% -$158K ﹤0.01% 1567
2022
Q1 		$408K Sell
6,028
-17,175
-74% -$1.08M ﹤0.01% 1297
2021
Q4 		$1.55M Buy
23,203
+10,305
+80% +$643K 0.01% 777
2021
Q3 		$708K Sell
12,898
-1,289
-9% -$68.8K 0.01% 1001
2021
Q2 		$675K Sell
14,187
-6,289
-31% -$288K 0.01% 1003
2021
Q1 		$919K Buy
20,476
+4,993
+32% +$209K 0.01% 801
2020
Q4 		$577K Sell
15,483
-185
-1% -$7.39K 0.01% 909
2020
Q3 		$651K Sell
15,668
-701
-4% -$29K 0.01% 768
2020
Q2 		$610K Buy
16,369
+2,018
+14% +$62K 0.01% 787
2020
Q1 		$366K Buy
+14,351
New +$323K 0.01% 805

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's BJ Position: Q1 2026 in Review

AE Wealth Management increased its BJs Wholesale Club (BJ) stake by 11% in Q1 2026, buying an estimated $395K and bringing the position to 42,656 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #462.

AE Wealth Management first reported a position in BJ in Q1 2020 and has held it in 25 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • AE Wealth Management held 42,656 shares of BJs Wholesale Club worth $4.2M as of Q1 2026.
  • AE Wealth Management bought 4,095 BJs Wholesale Club shares in Q1 2026, an estimated $395K.
  • BJs Wholesale Club made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #462 holding.
  • AE Wealth Management first reported a position in BJs Wholesale Club in Q1 2020 and has held it in 25 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.