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Financial Gravity Asset Management’s BJs Wholesale Club BJ Stock Holding History

Financial Gravity Asset 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
Q1 		– Sell
-200
Closed -$18K – 947
2025
Q4 		$18K Hold
200
– – ﹤0.01% 392
2025
Q3 		$18.6K Buy
+200
New +$20.4K ﹤0.01% 444
2024
Q2 		– Sell
-4
Closed -$304 – 1455
2024
Q1 		$304 Buy
4
+1
+33% +$70 ﹤0.01% 904
2023
Q4 		$270 Buy
+3
New +$203 ﹤0.01% 999

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's BJ Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 200 shares — an estimated $18K sold.

Financial Gravity Asset Management first reported a position in BJ in Q4 2023 and held it in 4 quarters. The position peaked at $18.6K in Q3 2025. 627 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Financial Gravity Asset Management reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
  • Financial Gravity Asset Management sold 200 BJs Wholesale Club shares in Q1 2026, an estimated $18K.
  • Financial Gravity Asset Management first reported a position in BJs Wholesale Club in Q4 2023 and held it in 4 quarters.
  • Financial Gravity Asset Management's BJs Wholesale Club position peaked at $18.6K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.