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American Trust’s BJs Wholesale Club BJ Stock Holding History

American Trust’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 		$204K Sell
2,341
-345
-13% -$31.6K 0.02% 321
2026
Q1 		$264K Sell
2,686
-36
-1% -$3.47K 0.02% 250
2025
Q4 		$245K Buy
+2,722
New +$250K 0.02% 274

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

American Trust's BJ Position: Q2 2026 in Review

American Trust reduced its BJs Wholesale Club (BJ) stake by 13% in Q2 2026, selling an estimated $31.6K and leaving 2,341 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #321.

American Trust first reported a position in BJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • American Trust held 2,341 shares of BJs Wholesale Club worth $204K as of Q2 2026.
  • American Trust sold 345 BJs Wholesale Club shares in Q2 2026, an estimated $31.6K.
  • BJs Wholesale Club made up 0.02% of American Trust's portfolio in Q2 2026, its #321 holding.
  • American Trust first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 3 quarters since.
  • American Trust's BJs Wholesale Club position peaked at $264K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.