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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
Q1 		$1.78M Buy
+18,101
New +$1.75M 0.67% 42

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Investment Advisors's BJ Position: Q1 2026 in Review

Beacon Investment Advisors opened a new position in BJs Wholesale Club (BJ) in Q1 2026: 18,101 shares worth $1.78M. The stake represents 0.67% of the portfolio and ranks #42 among its holdings.

624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Beacon Investment Advisors held 18,101 shares of BJs Wholesale Club worth $1.78M as of Q1 2026.
  • BJs Wholesale Club was a new Beacon Investment Advisors position in Q1 2026.
  • BJs Wholesale Club made up 0.67% of Beacon Investment Advisors's portfolio in Q1 2026, its #42 holding.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.