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Belpointe Asset Management’s BJs Wholesale Club BJ Stock Holding History

Belpointe Asset Management’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 		– Sell
-13,891
Closed -$1.37M – 1129
2026
Q1 		$1.37M Buy
13,891
+3,688
+36% +$356K 0.05% 345
2025
Q4 		$919K Buy
+10,203
New +$937K 0.03% 467
2025
Q3 		– Sell
-9,253
Closed -$998K – 986
2025
Q2 		$998K Sell
9,253
-850
-8% -$96.8K 0.04% 355
2025
Q1 		$1.15M Buy
+10,103
New +$1.04M 0.06% 300
2024
Q4 		– Sell
-4,749
Closed -$392K – 865
2024
Q3 		$392K Buy
+4,749
New +$402K 0.02% 570
2024
Q2 		– Sell
-2,681
Closed -$203K – 856
2024
Q1 		$203K Buy
+2,681
New +$187K 0.02% 737
2023
Q2 		– Sell
-6,748
Closed -$513K – 890
2023
Q1 		$513K Buy
6,748
+5,458
+423% +$397K 0.03% 556
2022
Q4 		$85.3K Sell
1,290
-8,824
-87% -$639K 0.01% 1328
2022
Q3 		$737K Buy
+10,114
New +$725K 0.05% 376
2022
Q2 		– Sell
-2,751
Closed -$186K – 1147
2022
Q1 		$186K Buy
2,751
+22
+0.8% +$1.38K 0.01% 938
2021
Q4 		$183K Buy
+2,729
New +$170K 0.01% 931
2021
Q2 		– Sell
-15,692
Closed -$704K – 1133
2021
Q1 		$704K Buy
+15,692
New +$658K 0.06% 323
2020
Q4 		– Sell
-11,555
Closed -$480K – 959
2020
Q3 		$480K Sell
11,555
-1,820
-14% -$75.2K 0.05% 337
2020
Q2 		$499K Buy
+13,375
New +$411K 0.06% 307

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Belpointe Asset Management's BJ Position: Q2 2026 in Review

Belpointe Asset Management sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 13,891 shares — an estimated $1.37M sold.

Belpointe Asset Management first reported a position in BJ in Q2 2020 and held it in 14 quarters. The position peaked at $1.37M in Q1 2026. 218 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Belpointe Asset Management reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 13,891 BJs Wholesale Club shares in Q2 2026, an estimated $1.37M.
  • Belpointe Asset Management first reported a position in BJs Wholesale Club in Q2 2020 and held it in 14 quarters.
  • Belpointe Asset Management's BJs Wholesale Club position peaked at $1.37M in Q1 2026.
  • 218 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.