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Beacon Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

Beacon Investment 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 		$1.59M Buy
18,177
+76
+0.4% +$6.96K 0.5% 52
2026
Q1 		$1.78M Buy
+18,101
New +$1.75M 0.67% 42

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

Beacon Investment Advisors's BJ Position: Q2 2026 in Review

Beacon Investment Advisors increased its BJs Wholesale Club (BJ) stake by 0.42% in Q2 2026, buying an estimated $6.96K and bringing the position to 18,177 shares worth $1.59M. The position accounts for 0.5% of the portfolio, ranked #52.

Beacon Investment Advisors first reported a position in BJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Beacon Investment Advisors held 18,177 shares of BJs Wholesale Club worth $1.59M as of Q2 2026.
  • Beacon Investment Advisors bought 76 BJs Wholesale Club shares in Q2 2026, an estimated $6.96K.
  • BJs Wholesale Club made up 0.5% of Beacon Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Beacon Investment Advisors first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisors's BJs Wholesale Club position peaked at $1.78M in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.