Halbert Hargrove Global Advisors’s BJs Wholesale Club BJ Stock Holding History

Halbert Hargrove Global 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	$2.11K	Buy	24 +1	+4%	+$92	﹤0.01%	383
2026 Q1	$2.26K	Hold	23	–	–	﹤0.01%	342
2025 Q4	$2.07K	Hold	23	–	–	﹤0.01%	340
2025 Q3	$2.15K	Hold	23	–	–	﹤0.01%	551
2025 Q2	$2.48K	Sell	23 -1	-4%	-$114	﹤0.01%	285
2025 Q1	$2.74K	Buy	24 +1	+4%	+$103	﹤0.01%	365
2024 Q4	$2.06K	Buy	+23	New	+$2.08K	﹤0.01%	279

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Halbert Hargrove Global Advisors's BJ Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its BJs Wholesale Club (BJ) stake by 4.3% in Q2 2026, buying an estimated $92 and bringing the position to 24 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Halbert Hargrove Global Advisors first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.74K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Halbert Hargrove Global Advisors held 24 shares of BJs Wholesale Club worth $2.11K as of Q2 2026.
Halbert Hargrove Global Advisors bought 1 BJs Wholesale Club share in Q2 2026, an estimated $92.
BJs Wholesale Club made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #383 holding.
Halbert Hargrove Global Advisors first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's BJs Wholesale Club position peaked at $2.74K in Q1 2025.
637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.