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

Empirical 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 		$253K Buy
2,899
+175
+6% +$16K ﹤0.01% 930
2026
Q1 		$268K Buy
+2,724
New +$263K ﹤0.01% 840

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Empirical Wealth Management increased its BJs Wholesale Club (BJ) stake by 6.4% in Q2 2026, buying an estimated $16K and bringing the position to 2,899 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Empirical Wealth Management first reported a position in BJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $268K in Q1 2026. 254 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Empirical Wealth Management held 2,899 shares of BJs Wholesale Club worth $253K as of Q2 2026.
  • Empirical Wealth Management bought 175 BJs Wholesale Club shares in Q2 2026, an estimated $16K.
  • BJs Wholesale Club made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #930 holding.
  • Empirical Wealth Management first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's BJs Wholesale Club position peaked at $268K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.