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

Bell 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 		$18.3K Buy
210
+78
+59% +$7.14K ﹤0.01% 499
2026
Q1 		$13K Sell
132
-68
-34% -$6.56K ﹤0.01% 591
2025
Q4 		$18K Buy
200
+51
+34% +$4.68K ﹤0.01% 479
2025
Q3 		$13.9K Buy
149
+5
+3% +$511 ﹤0.01% 526
2025
Q2 		$15.5K Hold
144
– – ﹤0.01% 503
2025
Q1 		$16.4K Hold
144
– – ﹤0.01% 442
2024
Q4 		$12.9K Buy
144
+5
+4% +$452 ﹤0.01% 510
2024
Q3 		$11.5K Sell
139
-15
-10% -$1.27K ﹤0.01% 564
2024
Q2 		$13.5K Hold
154
– – ﹤0.01% 498
2024
Q1 		$11.7K Hold
154
– – ﹤0.01% 527
2023
Q4 		$10.3K Buy
154
+8
+5% +$541 ﹤0.01% 551
2023
Q3 		$10.4K Buy
146
+3
+2% +$202 ﹤0.01% 489
2023
Q2 		$9.01K Sell
143
-44
-24% -$3.04K ﹤0.01% 546
2023
Q1 		$14.2K Buy
187
+14
+8% +$1.02K ﹤0.01% 385
2022
Q4 		$11.4K Buy
173
+4
+2% +$290 ﹤0.01% 439
2022
Q3 		$12K Buy
169
+55
+48% +$3.94K ﹤0.01% 359
2022
Q2 		$7K Buy
+114
New +$7.17K ﹤0.01% 540
2021
Q4 		$4K Sell
59
-9
-13% -$562 ﹤0.01% 834
2021
Q3 		$4K Buy
+68
New +$3.63K ﹤0.01% 773

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors increased its BJs Wholesale Club (BJ) stake by 59% in Q2 2026, buying an estimated $7.14K and bringing the position to 210 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Bell Investment Advisors first reported a position in BJ in Q3 2021 and has held it in 19 quarters since. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Bell Investment Advisors held 210 shares of BJs Wholesale Club worth $18.3K as of Q2 2026.
  • Bell Investment Advisors bought 78 BJs Wholesale Club shares in Q2 2026, an estimated $7.14K.
  • BJs Wholesale Club made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #499 holding.
  • Bell Investment Advisors first reported a position in BJs Wholesale Club in Q3 2021 and has held it in 19 quarters since.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.