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Diversify Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Diversify Wealth 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 		$2.92M Buy
30,840
+2,276
+8% +$208K 0.05% 303
2026
Q1 		$2.61M Buy
28,564
+10,565
+59% +$1.02M 0.05% 306
2025
Q4 		$1.72M Buy
17,999
+962
+6% +$88.3K 0.08% 229
2025
Q3 		$1.55M Buy
17,037
+865
+5% +$88.4K 0.09% 210
2025
Q2 		$1.74M Buy
16,172
+3,396
+27% +$387K 0.11% 195
2025
Q1 		$1.49M Buy
12,776
+3,015
+31% +$310K 0.11% 200
2024
Q4 		$943K Buy
9,761
+3,207
+49% +$290K 0.07% 227
2024
Q3 		$561K Buy
6,554
+855
+15% +$72.3K 0.05% 301
2024
Q2 		$486K Buy
+5,699
New +$462K 0.06% 281

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's BJ Position: Q2 2026 in Review

Diversify Wealth Management increased its BJs Wholesale Club (BJ) stake by 8% in Q2 2026, buying an estimated $208K and bringing the position to 30,840 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #303.

Diversify Wealth Management first reported a position in BJ in Q2 2024 and has held it in 9 quarters since. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Diversify Wealth Management held 30,840 shares of BJs Wholesale Club worth $2.92M as of Q2 2026.
  • Diversify Wealth Management bought 2,276 BJs Wholesale Club shares in Q2 2026, an estimated $208K.
  • BJs Wholesale Club made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Diversify Wealth Management first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 9 quarters since.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.