Creative Planning
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Creative Planning’s BJs Wholesale Club BJ Stock Holding History

Creative Planning’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
Q1 		$4.31M Buy
43,801
+13,611
+45% +$1.31M ﹤0.01% 1319
2025
Q4 		$2.72M Buy
30,190
+12,470
+70% +$1.14M ﹤0.01% 1458
2025
Q3 		$1.65M Buy
17,720
+1,482
+9% +$151K ﹤0.01% 1689
2025
Q2 		$1.75M Buy
16,238
+868
+6% +$98.9K ﹤0.01% 1424
2025
Q1 		$1.75M Buy
15,370
+1,600
+12% +$165K ﹤0.01% 1272
2024
Q4 		$1.23M Buy
13,770
+999
+8% +$90.3K ﹤0.01% 1486
2024
Q3 		$1.05M Buy
12,771
+3,473
+37% +$294K ﹤0.01% 1474
2024
Q2 		$817K Buy
9,298
+898
+11% +$72.7K ﹤0.01% 1566
2024
Q1 		$635K Sell
8,400
-302
-3% -$21.1K ﹤0.01% 1676
2023
Q4 		$580K Buy
8,702
+479
+6% +$32.4K ﹤0.01% 1600
2023
Q3 		$587K Buy
8,223
+3,407
+71% +$229K ﹤0.01% 1462
2023
Q2 		$303K Sell
4,816
-2,764
-36% -$191K ﹤0.01% 1910
2023
Q1 		$577K Buy
7,580
+2,274
+43% +$165K ﹤0.01% 1379
2022
Q4 		$351K Sell
5,306
-2,168
-29% -$157K ﹤0.01% 1625
2022
Q3 		$544K Buy
7,474
+3,109
+71% +$223K ﹤0.01% 1281
2022
Q2 		$272K Buy
+4,365
New +$274K ﹤0.01% 1680

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's BJ Position: Q1 2026 in Review

Creative Planning increased its BJs Wholesale Club (BJ) stake by 45% in Q1 2026, buying an estimated $1.31M and bringing the position to 43,801 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Creative Planning first reported a position in BJ in Q2 2022 and has held it in 16 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Creative Planning held 43,801 shares of BJs Wholesale Club worth $4.31M as of Q1 2026.
  • Creative Planning bought 13,611 BJs Wholesale Club shares in Q1 2026, an estimated $1.31M.
  • BJs Wholesale Club made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1319 holding.
  • Creative Planning first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 16 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.