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

Athena 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 		$522K Buy
5,989
+222
+4% +$20.3K 0.39% 57
2026
Q1 		$568K Buy
5,767
+1,986
+53% +$192K 0.46% 53
2025
Q4 		$340K Buy
+3,781
New +$347K 0.33% 72

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Athena Wealth Management increased its BJs Wholesale Club (BJ) stake by 3.8% in Q2 2026, buying an estimated $20.3K and bringing the position to 5,989 shares worth $522K. The position accounts for 0.39% of the portfolio, ranked #57.

Athena Wealth Management first reported a position in BJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 109 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Athena Wealth Management held 5,989 shares of BJs Wholesale Club worth $522K as of Q2 2026.
  • Athena Wealth Management bought 222 BJs Wholesale Club shares in Q2 2026, an estimated $20.3K.
  • BJs Wholesale Club made up 0.39% of Athena Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Athena Wealth Management first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's BJs Wholesale Club position peaked at $568K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.