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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
Q2 		$16.4K Buy
188
+106
+129% +$9.7K ﹤0.01% 847
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 $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

Bogart Wealth LLC's BJ Position: Q2 2026 in Review

Bogart Wealth LLC increased its BJs Wholesale Club (BJ) stake by 129% in Q2 2026, buying an estimated $9.7K and bringing the position to 188 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Bogart Wealth LLC first reported a position in BJ in Q1 2023 and has held it in 14 quarters since. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Bogart Wealth LLC held 188 shares of BJs Wholesale Club worth $16.4K as of Q2 2026.
  • Bogart Wealth LLC bought 106 BJs Wholesale Club shares in Q2 2026, an estimated $9.7K.
  • BJs Wholesale Club made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #847 holding.
  • Bogart Wealth LLC first reported a position in BJs Wholesale Club in Q1 2023 and has held it in 14 quarters since.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.