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Cornerstone Financial Management’s BJs Wholesale Club BJ Stock Holding History

Cornerstone Financial Management’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 		$2.35K Buy
27
+6
+29% +$549 ﹤0.01% 795
2026
Q1 		$2.07K Hold
21
– – ﹤0.01% 724
2025
Q4 		$1.89K Buy
+21
New +$1.93K ﹤0.01% 707

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

Cornerstone Financial Management's BJ Position: Q2 2026 in Review

Cornerstone Financial Management increased its BJs Wholesale Club (BJ) stake by 29% in Q2 2026, buying an estimated $549 and bringing the position to 27 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Cornerstone Financial Management first reported a position in BJ in Q4 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Cornerstone Financial Management held 27 shares of BJs Wholesale Club worth $2.35K as of Q2 2026.
  • Cornerstone Financial Management bought 6 BJs Wholesale Club shares in Q2 2026, an estimated $549.
  • BJs Wholesale Club made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #795 holding.
  • Cornerstone Financial Management first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.