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Avion Wealth’s BJs Wholesale Club BJ Stock Holding History

Avion Wealth’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 		$3K Buy
45
+19
+73% +$1.74K ﹤0.01% 912
2026
Q1 		$2K Sell
26
-6
-19% -$579 ﹤0.01% 843
2025
Q4 		$2K Buy
32
+24
+300% +$2.2K ﹤0.01% 843
2025
Q3 		$0 Buy
8
+5
+167% +$511 ﹤0.01% 1220
2025
Q2 		$0 Hold
3
– – ﹤0.01% 1185
2025
Q1 		$0 Buy
+3
New +$309 ﹤0.01% 1033
2024
Q4 		– Sell
-6
Closed – – 1018
2024
Q3 		$0 Buy
+6
New +$508 ﹤0.01% 1013
2023
Q4 		– Sell
-14
Closed -$1K – 1089
2023
Q3 		$1K Buy
+14
New +$942 ﹤0.01% 568
2023
Q2 		– Sell
-7
Closed – – 725
2023
Q1 		$0 Buy
+7
New +$509 ﹤0.01% 548

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

Avion Wealth's BJ Position: Q2 2026 in Review

Avion Wealth increased its BJs Wholesale Club (BJ) stake by 73% in Q2 2026, buying an estimated $1.74K and bringing the position to 45 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Avion Wealth first reported a position in BJ in Q1 2023 and has held it in 9 quarters since. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Avion Wealth held 45 shares of BJs Wholesale Club worth $3K as of Q2 2026.
  • Avion Wealth bought 19 BJs Wholesale Club shares in Q2 2026, an estimated $1.74K.
  • BJs Wholesale Club made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #912 holding.
  • Avion Wealth first reported a position in BJs Wholesale Club in Q1 2023 and has held it in 9 quarters since.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.