Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BJs Wholesale Club BJ Stock Holding History

Carson Wealth (CWM 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 		$975K Buy
9,902
+5,943
+150% +$573K ﹤0.01% 1553
2025
Q4 		$356K Sell
3,959
-847
-18% -$77.8K ﹤0.01% 2144
2025
Q3 		$448K Sell
4,806
-18,118
-79% -$1.85M ﹤0.01% 1865
2025
Q2 		$2.47M Buy
22,924
+4,052
+21% +$462K 0.01% 873
2025
Q1 		$2.15M Buy
18,872
+12,636
+203% +$1.3M 0.01% 803
2024
Q4 		$557K Buy
6,236
+4,122
+195% +$373K ﹤0.01% 1338
2024
Q3 		$174K Buy
2,114
+251
+13% +$21.2K ﹤0.01% 1829
2024
Q2 		$164K Buy
1,863
+128
+7% +$10.4K ﹤0.01% 1692
2024
Q1 		$131K Buy
1,735
+640
+58% +$44.6K ﹤0.01% 1723
2023
Q4 		$73K Buy
1,095
+56
+5% +$3.79K ﹤0.01% 1945
2023
Q3 		$74K Buy
1,039
+121
+13% +$8.14K ﹤0.01% 1821
2023
Q2 		$58K Sell
918
-31
-3% -$2.14K ﹤0.01% 1870
2023
Q1 		$72K Buy
949
+97
+11% +$7.05K ﹤0.01% 1665
2022
Q4 		$56K Sell
852
-707
-45% -$51.2K ﹤0.01% 1671
2022
Q3 		$114K Buy
1,559
+79
+5% +$5.66K ﹤0.01% 1287
2022
Q2 		$92K Sell
1,480
-53
-3% -$3.33K ﹤0.01% 1348
2022
Q1 		$104K Buy
1,533
+376
+32% +$23.6K ﹤0.01% 1311
2021
Q4 		$77K Buy
+1,157
New +$72.2K ﹤0.01% 1401
2021
Q2 		$63K Hold
1,333
– – ﹤0.01% 1301
2021
Q1 		$63K Hold
1,333
– – ﹤0.01% 1301
2020
Q4 		$63K Hold
1,333
– – ﹤0.01% 1301
2020
Q3 		$63K Hold
1,333
– – ﹤0.01% 1301
2020
Q2 		$63K Hold
1,333
– – ﹤0.01% 1301
2020
Q1 		$63K Hold
1,333
– – ﹤0.01% 1301
2019
Q4 		$63K Hold
1,333
– – ﹤0.01% 1301
2019
Q3 		$63K Hold
1,333
– – ﹤0.01% 1301
2019
Q2 		$63K Hold
1,333
– – ﹤0.01% 1301
2019
Q1 		$63K Buy
1,333
+1,237
+1,289% +$31.6K ﹤0.01% 1301
2018
Q4 		$2K Buy
+96
New +$2.21K ﹤0.01% 1718

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BJs Wholesale Club (BJ) stake by 150% in Q1 2026, buying an estimated $573K and bringing the position to 9,902 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Carson Wealth (CWM LLC) first reported a position in BJ in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.47M in Q2 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,902 shares of BJs Wholesale Club worth $975K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,943 BJs Wholesale Club shares in Q1 2026, an estimated $573K.
  • BJs Wholesale Club made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1553 holding.
  • Carson Wealth (CWM LLC) first reported a position in BJs Wholesale Club in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s BJs Wholesale Club position peaked at $2.47M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.