Cornerstone Planning Group’s BJs Wholesale Club BJ Stock Holding History

Cornerstone Planning Group’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	$6.89K	Buy	75 +67	+838%	+$6.13K	﹤0.01%	1005
2026 Q1	$755	Hold	8	–	–	﹤0.01%	1539
2025 Q4	$733	Buy	8 +6	+300%	+$551	﹤0.01%	1422
2025 Q3	$179	Sell	2 -1	-33%	-$102	﹤0.01%	1616
2025 Q2	$320	Buy	+3	New	+$342	﹤0.01%	1406
2024 Q1	–	Sell	-32	Closed	-$2.13K	–	1114
2023 Q4	$2.13K	Hold	32	–	–	﹤0.01%	619
2023 Q3	$2.28K	Hold	32	–	–	﹤0.01%	628
2023 Q2	$2.02K	Buy	+32	New	+$2.21K	﹤0.01%	1145
2022 Q4	$2.17K	Buy	+32	New	+$2.32K	﹤0.01%	1162

Other funds holding BJ

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

RCW

Rheos Capital Works Tokyo, Japan $1.75B AUM 57.75% 1-Year Est. Return

Cornerstone Planning Group's BJ Position: Q2 2026 in Review

Cornerstone Planning Group increased its BJs Wholesale Club (BJ) stake by 838% in Q2 2026, buying an estimated $6.13K and bringing the position to 75 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Cornerstone Planning Group first reported a position in BJ in Q4 2022 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Cornerstone Planning Group held 75 shares of BJs Wholesale Club worth $6.89K as of Q2 2026.
Cornerstone Planning Group bought 67 BJs Wholesale Club shares in Q2 2026, an estimated $6.13K.
BJs Wholesale Club made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1005 holding.
Cornerstone Planning Group first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 9 quarters since.
341 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.