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BXM Wealth’s BJs Wholesale Club BJ Stock Holding History

BXM Wealth’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
-2,750
Closed -$271K – 164
2026
Q1 		$271K Buy
+2,750
New +$265K 0.21% 102

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

BXM Wealth's BJ Position: Q2 2026 in Review

BXM Wealth sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,750 shares — an estimated $271K sold.

BXM Wealth first reported a position in BJ in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 158 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • BXM Wealth reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • BXM Wealth sold 2,750 BJs Wholesale Club shares in Q2 2026, an estimated $271K.
  • BXM Wealth first reported a position in BJs Wholesale Club in Q1 2026 and held it in 1 quarter.
  • BXM Wealth's BJs Wholesale Club position peaked at $271K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.