BTI
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Blue Trust Inc’s BJs Wholesale Club BJ Stock Holding History

Blue Trust Inc’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 		$325K Buy
3,730
+474
+15% +$43.4K ﹤0.01% 632
2026
Q1 		$320K Buy
3,256
+2,543
+357% +$245K ﹤0.01% 628
2025
Q4 		$64.2K Buy
713
+214
+43% +$19.6K ﹤0.01% 1252
2025
Q3 		$46.5K Sell
499
-3
-0.6% -$307 ﹤0.01% 1440
2025
Q2 		$54.1K Sell
502
-865
-63% -$98.5K ﹤0.01% 1435
2025
Q1 		$156K Buy
1,367
+758
+124% +$78.1K ﹤0.01% 803
2024
Q4 		$54.4K Sell
609
-254
-29% -$23K ﹤0.01% 1267
2024
Q3 		$75.8K Buy
863
+574
+199% +$48.6K ﹤0.01% 1373
2024
Q2 		$21.9K Buy
+289
New +$23.4K ﹤0.01% 1619
2024
Q1 		– Sell
-286
Closed -$20K – 2220
2023
Q4 		$20K Sell
286
-50
-15% -$3.38K ﹤0.01% 1278
2023
Q3 		$21K Sell
336
-2
-0.6% -$135 ﹤0.01% 1153
2023
Q2 		$26K Sell
338
-66
-16% -$4.57K ﹤0.01% 940
2023
Q1 		$27K Buy
404
+71
+21% +$5.16K ﹤0.01% 1261
2022
Q4 		$24K Buy
333
+115
+53% +$8.33K ﹤0.01% 1228
2022
Q3 		$14K Buy
218
+3
+1% +$215 ﹤0.01% 1221
2022
Q2 		$15K Buy
+215
New +$13.5K ﹤0.01% 1057

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 $3.37T AUM 44.26% 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

Blue Trust Inc's BJ Position: Q2 2026 in Review

Blue Trust Inc increased its BJs Wholesale Club (BJ) stake by 15% in Q2 2026, buying an estimated $43.4K and bringing the position to 3,730 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Blue Trust Inc first reported a position in BJ in Q2 2022 and has held it in 16 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Blue Trust Inc held 3,730 shares of BJs Wholesale Club worth $325K as of Q2 2026.
  • Blue Trust Inc bought 474 BJs Wholesale Club shares in Q2 2026, an estimated $43.4K.
  • BJs Wholesale Club made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #632 holding.
  • Blue Trust Inc first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 16 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.