Ellevest Inc’s BJs Wholesale Club BJ Stock Holding History

Ellevest Inc’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	$280K	Buy	+2,846	New	+$275K	0.04%	335
2025 Q2	–	Sell	-3,007	Closed	-$343K	–	397
2025 Q1	$343K	Buy	3,007 +408	+16%	+$42K	0.02%	260
2024 Q4	$232K	Buy	+2,599	New	+$235K	0.01%	362
2024 Q3	–	Sell	-2,490	Closed	-$219K	–	428
2024 Q2	$219K	Buy	+2,490	New	+$202K	0.01%	370
2023 Q2	–	Sell	-1,499	Closed	-$114K	–	520
2023 Q1	$114K	Buy	1,499 +438	+41%	+$31.8K	0.01%	419
2022 Q4	$70.2K	Sell	1,061 -520	-33%	-$37.7K	0.01%	524
2022 Q3	$115K	Buy	1,581 +1,401	+778%	+$100K	0.01%	387
2022 Q2	$11K	Buy	180 +71	+65%	+$4.46K	﹤0.01%	859
2022 Q1	$7K	Buy	109 +80	+276%	+$5.02K	﹤0.01%	945
2021 Q4	$2K	Hold	29	–	–	﹤0.01%	1140
2021 Q3	$2K	Sell	29 -55	-65%	-$2.94K	﹤0.01%	1107
2021 Q2	$4K	Buy	84 +25	+42%	+$1.15K	﹤0.01%	919
2021 Q1	$3K	Buy	59 +5	+9%	+$210	﹤0.01%	981
2020 Q4	$2K	Buy	+54	New	+$2.16K	﹤0.01%	956

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ellevest Inc's BJ Position: Q1 2026 in Review

Ellevest Inc opened a new position in BJs Wholesale Club (BJ) in Q1 2026: 2,846 shares worth $280K. The stake represents 0.04% of the portfolio and ranks #335 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in BJ as recently as Q1 2025.

Ellevest Inc first reported a position in BJ in Q4 2020 and has held it in 14 quarters since. The position peaked at $343K in Q1 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Ellevest Inc held 2,846 shares of BJs Wholesale Club worth $280K as of Q1 2026.
BJs Wholesale Club was a new Ellevest Inc position in Q1 2026.
BJs Wholesale Club made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #335 holding.
Ellevest Inc first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 14 quarters since.
Ellevest Inc's BJs Wholesale Club position peaked at $343K in Q1 2025.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.