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Foster Victor Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Foster Victor Wealth Advisors’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 		$16.8M Buy
187,542
+8,137
+5% +$745K 0.88% 44
2026
Q1 		$16.5M Buy
179,405
+12,206
+7% +$1.18M 0.94% 40
2025
Q4 		$15.6M Buy
167,199
+8,950
+6% +$822K 0.91% 48
2025
Q3 		$14.7M Buy
158,249
+30,883
+24% +$3.16M 0.91% 50
2025
Q2 		$13.7M Buy
127,366
+17,678
+16% +$2.01M 0.93% 49
2025
Q1 		$12.9M Sell
109,688
-31,107
-22% -$3.2M 1.04% 38
2024
Q4 		$13.4M Buy
140,795
+5,205
+4% +$471K 1.03% 40
2024
Q3 		$11.9M Sell
135,590
-769
-0.6% -$65.1K 0.96% 44
2024
Q2 		$12.5M Buy
136,359
+4,354
+3% +$353K 1.04% 40
2024
Q1 		$10.4M Buy
132,005
+24,850
+23% +$1.73M 0.94% 53
2023
Q4 		$7.04M Buy
107,155
+4,605
+4% +$312K 0.72% 58
2023
Q3 		$7.01M Buy
102,550
+4,039
+4% +$272K 0.82% 55
2023
Q2 		$6.3M Buy
98,511
+14,535
+17% +$1.01M 0.7% 55
2023
Q1 		$6.36M Buy
83,976
+5,188
+7% +$377K 0.77% 53
2022
Q4 		$5.42M Buy
78,788
+10,752
+16% +$779K 0.69% 55
2022
Q3 		$4.85M Sell
68,036
-10,088
-13% -$723K 0.71% 57
2022
Q2 		$5.1M Sell
78,124
-1,280
-2% -$80.5K 0.76% 55
2022
Q1 		$5.4M Buy
79,404
+8,924
+13% +$560K 0.74% 55
2021
Q4 		$4.55M Buy
70,480
+5,186
+8% +$324K 0.62% 60
2021
Q3 		$3.59M Buy
65,294
+5,581
+9% +$298K 0.57% 60
2021
Q2 		$2.84M Buy
59,713
+14,997
+34% +$687K 0.47% 65
2021
Q1 		$1.99M Buy
44,716
+18,145
+68% +$761K 0.37% 76
2020
Q4 		$991K Buy
+26,571
New +$1.06M 0.23% 83

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

Foster Victor Wealth Advisors's BJ Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its BJs Wholesale Club (BJ) stake by 4.5% in Q2 2026, buying an estimated $745K and bringing the position to 187,542 shares worth $16.8M. The position accounts for 0.88% of the portfolio, ranked #44.

Foster Victor Wealth Advisors first reported a position in BJ in Q4 2020 and has held it in 23 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Foster Victor Wealth Advisors held 187,542 shares of BJs Wholesale Club worth $16.8M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 8,137 BJs Wholesale Club shares in Q2 2026, an estimated $745K.
  • BJs Wholesale Club made up 0.88% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Foster Victor Wealth Advisors first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 23 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.