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Clearstead Trust’s BJs Wholesale Club BJ Stock Holding History

Clearstead Trust’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 		$18.3K Buy
210
+38
+22% +$3.48K ﹤0.01% 479
2026
Q1 		$16.9K Sell
172
-35
-17% -$3.38K ﹤0.01% 462
2025
Q4 		$18.6K Buy
207
+48
+30% +$4.41K ﹤0.01% 450
2025
Q3 		$14.8K Hold
159
– – ﹤0.01% 507
2025
Q2 		$17.1K Hold
159
– – ﹤0.01% 463
2025
Q1 		$18.1K Buy
159
+108
+212% +$11.1K ﹤0.01% 365
2024
Q4 		$4.56K Hold
51
– – ﹤0.01% 390
2024
Q3 		$4.21K Hold
51
– – ﹤0.01% 379
2024
Q2 		$3.25K Hold
51
– – ﹤0.01% 398
2024
Q1 		$3.25K Hold
51
– – ﹤0.01% 392
2023
Q4 		$3.25K Hold
51
– – ﹤0.01% 379
2023
Q3 		$3.25K Buy
+51
New +$3.43K ﹤0.01% 400

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 $3.37T AUM 44.26% 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

Clearstead Trust's BJ Position: Q2 2026 in Review

Clearstead Trust increased its BJs Wholesale Club (BJ) stake by 22% in Q2 2026, buying an estimated $3.48K and bringing the position to 210 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Clearstead Trust first reported a position in BJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.6K in Q4 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Clearstead Trust held 210 shares of BJs Wholesale Club worth $18.3K as of Q2 2026.
  • Clearstead Trust bought 38 BJs Wholesale Club shares in Q2 2026, an estimated $3.48K.
  • BJs Wholesale Club made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #479 holding.
  • Clearstead Trust first reported a position in BJs Wholesale Club in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Trust's BJs Wholesale Club position peaked at $18.6K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.