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Bay Harbor Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Bay Harbor 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 		$1.66K Buy
19
+1
+6% +$92 ﹤0.01% 715
2026
Q1 		$1.77K Buy
18
+7
+64% +$675 ﹤0.01% 597
2025
Q4 		$990 Buy
11
+5
+83% +$459 ﹤0.01% 645
2025
Q3 		$559 Sell
6
-1
-14% -$102 ﹤0.01% 692
2025
Q2 		$754 Buy
7
+3
+75% +$342 ﹤0.01% 525
2025
Q1 		$456 Buy
+4
New +$412 ﹤0.01% 447

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

Bay Harbor Wealth Management's BJ Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its BJs Wholesale Club (BJ) stake by 5.6% in Q2 2026, buying an estimated $92 and bringing the position to 19 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Bay Harbor Wealth Management first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77K in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Bay Harbor Wealth Management held 19 shares of BJs Wholesale Club worth $1.66K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 BJs Wholesale Club share in Q2 2026, an estimated $92.
  • BJs Wholesale Club made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #715 holding.
  • Bay Harbor Wealth Management first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's BJs Wholesale Club position peaked at $1.77K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.