BIAS
BJ icon

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
Q3 		$6.07K Hold
66
– – ﹤0.01% 670
2026
Q2 		$5.76K Hold
66
– – ﹤0.01% 675
2026
Q1 		$6.5K Buy
+66
New +$6.37K ﹤0.01% 676

Other funds holding BJ

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Beacon Investment Advisory Services's BJ Position: Q3 2026 in Review

Beacon Investment Advisory Services held its BJs Wholesale Club (BJ) position steady in Q3 2026 at 66 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Beacon Investment Advisory Services first reported a position in BJ in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.5K in Q1 2026. 39 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Beacon Investment Advisory Services held 66 shares of BJs Wholesale Club worth $6.07K as of Q3 2026.
  • Beacon Investment Advisory Services left its BJs Wholesale Club share count unchanged in Q3 2026.
  • BJs Wholesale Club made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #670 holding.
  • Beacon Investment Advisory Services first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's BJs Wholesale Club position peaked at $6.5K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.