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Beacon Investment Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Beacon Investment Advisory Services’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 		$5.76K Hold
66
– – ﹤0.01% 675
2026
Q1 		$6.5K Buy
+66
New +$6.37K ﹤0.01% 676

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State Street
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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 Advisory Services's BJ Position: Q2 2026 in Review

Beacon Investment Advisory Services held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 66 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Beacon Investment Advisory Services first reported a position in BJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.5K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Beacon Investment Advisory Services held 66 shares of BJs Wholesale Club worth $5.76K as of Q2 2026.
  • Beacon Investment Advisory Services left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #675 holding.
  • Beacon Investment Advisory Services first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's BJs Wholesale Club position peaked at $6.5K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.