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BAM Wealth Management’s Chewy CHWY Stock Holding History

BAM Wealth Management’s Portfolio CHWY Stock Details CHWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358K Buy
18,209
+6,403
+54% +$145K 0.22% 122
2026
Q1 		$319K Buy
11,806
+1,849
+19% +$51.5K 0.24% 98
2025
Q4 		$329K Buy
9,957
+2,709
+37% +$94K 0.24% 100
2025
Q3 		$293K Buy
+7,248
New +$280K 0.23% 105

Other funds holding CHWY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BAM Wealth Management's CHWY Position: Q2 2026 in Review

BAM Wealth Management increased its Chewy (CHWY) stake by 54% in Q2 2026, buying an estimated $145K and bringing the position to 18,209 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #122.

BAM Wealth Management first reported a position in CHWY in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold CHWY as of Q2 2026.

  • BAM Wealth Management held 18,209 shares of Chewy worth $358K as of Q2 2026.
  • BAM Wealth Management bought 6,403 Chewy shares in Q2 2026, an estimated $145K.
  • Chewy made up 0.22% of BAM Wealth Management's portfolio in Q2 2026, its #122 holding.
  • BAM Wealth Management first reported a position in Chewy in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Chewy as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.