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Avalon Trust’s BJs Wholesale Club BJ Stock Holding History

Avalon 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
Q1 		$7.28K Hold
74
– – ﹤0.01% 414
2025
Q4 		$6.66K Hold
74
– – ﹤0.01% 390
2025
Q3 		$6.9K Hold
74
– – ﹤0.01% 427
2025
Q2 		$7.98K Hold
74
– – ﹤0.01% 353
2025
Q1 		$8.44K Hold
74
– – ﹤0.01% 367
2024
Q4 		$6.61K Buy
+74
New +$6.69K ﹤0.01% 341

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

Avalon Trust's BJ Position: Q1 2026 in Review

Avalon Trust held its BJs Wholesale Club (BJ) position steady in Q1 2026 at 74 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Avalon Trust first reported a position in BJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.44K in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Avalon Trust held 74 shares of BJs Wholesale Club worth $7.28K as of Q1 2026.
  • Avalon Trust left its BJs Wholesale Club share count unchanged in Q1 2026.
  • BJs Wholesale Club made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #414 holding.
  • Avalon Trust first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 6 quarters since.
  • Avalon Trust's BJs Wholesale Club position peaked at $8.44K in Q1 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.