BWL
BJ icon

Bogart Wealth LLC’s BJs Wholesale Club BJ Stock Holding History

Bogart Wealth LLC’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
Q1 		$8.07K Sell
82
-12
-13% -$1.16K ﹤0.01% 948
2025
Q4 		$8.46K Buy
94
+12
+15% +$1.1K ﹤0.01% 892
2025
Q3 		$7.65K Buy
82
+1
+1% +$102 ﹤0.01% 881
2025
Q2 		$8.73K Buy
81
+4
+5% +$456 ﹤0.01% 822
2025
Q1 		$8.79K Sell
77
-5
-6% -$515 ﹤0.01% 785
2024
Q4 		$7.33K Buy
82
+5
+6% +$452 ﹤0.01% 801
2024
Q3 		$6.35K Hold
77
– – ﹤0.01% 785
2024
Q2 		$6.76K Hold
77
– – ﹤0.01% 727
2024
Q1 		$5.83K Hold
77
– – ﹤0.01% 738
2023
Q4 		$5.13K Hold
77
– – ﹤0.01% 741
2023
Q3 		$5.5K Hold
77
– – ﹤0.01% 697
2023
Q2 		$4.85K Hold
77
– – ﹤0.01% 713
2023
Q1 		$5.86K Buy
+77
New +$5.59K ﹤0.01% 684

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return