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Financial Consulate’s BJs Wholesale Club BJ Stock Holding History

Financial Consulate’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 		$437 Hold
5
– – ﹤0.01% 1361
2026
Q1 		$493 Buy
+5
New +$482 ﹤0.01% 1275

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

Financial Consulate's BJ Position: Q2 2026 in Review

Financial Consulate held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 5 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Financial Consulate first reported a position in BJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $493 in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Financial Consulate held 5 shares of BJs Wholesale Club worth $437 as of Q2 2026.
  • Financial Consulate left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1361 holding.
  • Financial Consulate first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 2 quarters since.
  • Financial Consulate's BJs Wholesale Club position peaked at $493 in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.