Bruce G. Allen Investments’s BJs Wholesale Club BJ Stock Holding History

Bruce G. Allen Investments’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	$1.57K	Hold	18	–	–	﹤0.01%	728
2026 Q1	$1.77K	Hold	18	–	–	﹤0.01%	713
2025 Q4	$1.62K	Hold	18	–	–	﹤0.01%	726
2025 Q3	$1.68K	Hold	18	–	–	﹤0.01%	729
2025 Q2	$1.94K	Hold	18	–	–	﹤0.01%	718
2025 Q1	$2.05K	Hold	18	–	–	﹤0.01%	699
2024 Q4	$1.61K	Hold	18	–	–	﹤0.01%	748
2024 Q3	$1.49K	Buy	18 +14	+350%	+$1.18K	﹤0.01%	762
2024 Q2	$351	Hold	4	–	–	﹤0.01%	895
2024 Q1	$303	Hold	4	–	–	﹤0.01%	904
2023 Q4	$267	Buy	+4	New	+$271	﹤0.01%	961

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruce G. Allen Investments's BJ Position: Q2 2026 in Review

Bruce G. Allen Investments held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 18 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Bruce G. Allen Investments first reported a position in BJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05K in Q1 2025. 640 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Bruce G. Allen Investments held 18 shares of BJs Wholesale Club worth $1.57K as of Q2 2026.
Bruce G. Allen Investments left its BJs Wholesale Club share count unchanged in Q2 2026.
BJs Wholesale Club made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #728 holding.
Bruce G. Allen Investments first reported a position in BJs Wholesale Club in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's BJs Wholesale Club position peaked at $2.05K in Q1 2025.
640 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.