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Bartlett & Co Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Bartlett & Co 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 		$26.8K Hold
307
– – ﹤0.01% 842
2026
Q1 		$29.1K Sell
307
-70
-19% -$6.75K ﹤0.01% 764
2025
Q4 		$33.9K Hold
377
– – ﹤0.01% 729
2025
Q3 		$35.2K Hold
377
– – ﹤0.01% 730
2025
Q2 		$40.7K Hold
377
– – ﹤0.01% 688
2025
Q1 		$43K Buy
+377
New +$38.8K ﹤0.01% 677

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

Bartlett & Co Wealth Management's BJ Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 307 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Bartlett & Co Wealth Management first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $43K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Bartlett & Co Wealth Management held 307 shares of BJs Wholesale Club worth $26.8K as of Q2 2026.
  • Bartlett & Co Wealth Management left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #842 holding.
  • Bartlett & Co Wealth Management first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
  • Bartlett & Co Wealth Management's BJs Wholesale Club position peaked at $43K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.