Covestor’s BJs Wholesale Club BJ Stock Holding History

Covestor’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 Q3	$5K	Hold	58	–	–	﹤0.01%	1843
2026 Q2	$5K	Hold	58	–	–	﹤0.01%	1867
2026 Q1	$6K	Sell	58 -47	-45%	-$4.53K	﹤0.01%	1710
2025 Q4	$10K	Sell	105 -1	-0.9%	-$92	0.01%	1556
2025 Q3	$10K	Sell	106 -160	-60%	-$16.4K	0.01%	1588
2025 Q2	$29K	Sell	266 -29	-10%	-$3.3K	0.02%	1105
2025 Q1	$33K	Buy	295 +7	+2%	+$721	0.02%	992
2024 Q4	$26K	Buy	288 +115	+66%	+$10.4K	0.02%	1090
2024 Q3	$14K	Hold	173	–	–	0.01%	1350
2024 Q2	$15K	Hold	173	–	–	0.01%	1302
2024 Q1	$13K	Hold	173	–	–	0.01%	1369
2023 Q4	$12K	Buy	173 +1	+0.6%	+$68	0.01%	1412
2023 Q3	$12K	Sell	172 -122	-41%	-$8.21K	0.01%	1316
2023 Q2	$19K	Buy	294 +121	+70%	+$8.37K	0.01%	1151
2023 Q1	$13K	Sell	173 -2	-1%	-$145	0.01%	1175
2022 Q4	$12K	Hold	175	–	–	0.01%	1221
2022 Q3	$13K	Hold	175	–	–	0.01%	1144
2022 Q2	$11K	Sell	175 -66	-27%	-$4.15K	0.01%	1168
2022 Q1	$16K	Buy	241 +106	+79%	+$6.66K	0.01%	1119
2021 Q4	$9K	Buy	+135	New	+$8.43K	0.01%	1042

Other funds holding BJ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Covestor's BJ Position: Q3 2026 in Review

Covestor held its BJs Wholesale Club (BJ) position steady in Q3 2026 at 58 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Covestor first reported a position in BJ in Q4 2021 and has held it in 20 quarters since. The position peaked at $33K in Q1 2025. 535 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

Covestor held 58 shares of BJs Wholesale Club worth $5K as of Q3 2026.
Covestor left its BJs Wholesale Club share count unchanged in Q3 2026.
BJs Wholesale Club made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1843 holding.
Covestor first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 20 quarters since.
Covestor's BJs Wholesale Club position peaked at $33K in Q1 2025.
535 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.