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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
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
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

Covestor's BJ Position: Q2 2026 in Review

Covestor held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 58 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Covestor first reported a position in BJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $33K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Covestor held 58 shares of BJs Wholesale Club worth $5K as of Q2 2026.
  • Covestor left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1867 holding.
  • Covestor first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 19 quarters since.
  • Covestor's BJs Wholesale Club position peaked at $33K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.