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Anchor Investment Management’s BJs Wholesale Club BJ Stock Holding History

Anchor Investment 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 		$217K Buy
2,201
+14
+0.6% +$1.35K 0.02% 371
2025
Q4 		$197K Hold
2,187
– – 0.02% 380
2025
Q3 		$204K Hold
2,187
– – 0.02% 379
2025
Q2 		$236K Buy
2,187
+150
+7% +$17.1K 0.02% 346
2025
Q1 		$232K Hold
2,037
– – 0.02% 337
2024
Q4 		$182K Hold
2,037
– – 0.02% 377
2024
Q3 		$168K Buy
2,037
+654
+47% +$55.3K 0.02% 393
2024
Q2 		$121K Buy
1,383
+200
+17% +$16.2K 0.01% 413
2024
Q1 		$89.5K Buy
1,183
+18
+2% +$1.25K 0.01% 459
2023
Q4 		$77.7K Buy
1,165
+450
+63% +$30.5K 0.01% 472
2023
Q3 		$51K Buy
715
+395
+123% +$26.6K 0.01% 502
2023
Q2 		$20.2K Buy
320
+170
+113% +$11.8K ﹤0.01% 642
2023
Q1 		$11.4K Hold
150
– – ﹤0.01% 722
2022
Q4 		$9.92K Hold
150
– – ﹤0.01% 720
2022
Q3 		$10.9K Sell
150
-78
-34% -$5.59K ﹤0.01% 704
2022
Q2 		$14.2K Buy
+228
New +$14.3K ﹤0.01% 692

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

Anchor Investment Management's BJ Position: Q1 2026 in Review

Anchor Investment Management increased its BJs Wholesale Club (BJ) stake by 0.64% in Q1 2026, buying an estimated $1.35K and bringing the position to 2,201 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #371.

Anchor Investment Management first reported a position in BJ in Q2 2022 and has held it in 16 quarters since. The position peaked at $236K in Q2 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Anchor Investment Management held 2,201 shares of BJs Wholesale Club worth $217K as of Q1 2026.
  • Anchor Investment Management bought 14 BJs Wholesale Club shares in Q1 2026, an estimated $1.35K.
  • BJs Wholesale Club made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #371 holding.
  • Anchor Investment Management first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 16 quarters since.
  • Anchor Investment Management's BJs Wholesale Club position peaked at $236K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.