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Basecamp Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Basecamp Wealth Advisors’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 		$18.7K Buy
214
+131
+158% +$12K ﹤0.01% 841
2026
Q1 		$8.17K Buy
83
+5
+6% +$482 ﹤0.01% 1074
2025
Q4 		$7.02K Buy
+78
New +$7.16K ﹤0.01% 1074

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

Basecamp Wealth Advisors's BJ Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its BJs Wholesale Club (BJ) stake by 158% in Q2 2026, buying an estimated $12K and bringing the position to 214 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Basecamp Wealth Advisors first reported a position in BJ in Q4 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Basecamp Wealth Advisors held 214 shares of BJs Wholesale Club worth $18.7K as of Q2 2026.
  • Basecamp Wealth Advisors bought 131 BJs Wholesale Club shares in Q2 2026, an estimated $12K.
  • BJs Wholesale Club made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #841 holding.
  • Basecamp Wealth Advisors first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.