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

Gibbs 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
Q1 		$816K Buy
8,294
+5,410
+188% +$522K 0.11% 190
2025
Q4 		$259K Buy
2,884
+337
+13% +$30.9K 0.06% 294
2025
Q3 		$238K Sell
2,547
-922
-27% -$94.2K 0.05% 303
2025
Q2 		$374K Buy
3,469
+876
+34% +$99.8K 0.07% 262
2025
Q1 		$296K Buy
+2,593
New +$267K 0.07% 255

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

Gibbs Wealth Management's BJ Position: Q1 2026 in Review

Gibbs Wealth Management increased its BJs Wholesale Club (BJ) stake by 188% in Q1 2026, buying an estimated $522K and bringing the position to 8,294 shares worth $816K. The position accounts for 0.11% of the portfolio, ranked #190.

Gibbs Wealth Management first reported a position in BJ in Q1 2025 and has held it in 5 quarters since. 627 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Gibbs Wealth Management held 8,294 shares of BJs Wholesale Club worth $816K as of Q1 2026.
  • Gibbs Wealth Management bought 5,410 BJs Wholesale Club shares in Q1 2026, an estimated $522K.
  • BJs Wholesale Club made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Gibbs Wealth Management first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 5 quarters since.
  • 627 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.