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

HB 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
Q2 		$587K Buy
6,732
+2,127
+46% +$195K ﹤0.01% 1020
2026
Q1 		$453K Buy
4,605
+1,608
+54% +$155K ﹤0.01% 1025
2025
Q4 		$270K Sell
2,997
-244
-8% -$22.4K ﹤0.01% 1194
2025
Q3 		$302K Buy
3,241
+822
+34% +$84K ﹤0.01% 1066
2025
Q2 		$261K Sell
2,419
-1,023
-30% -$117K ﹤0.01% 995
2025
Q1 		$393K Buy
3,442
+967
+39% +$99.6K ﹤0.01% 851
2024
Q4 		$221K Buy
+2,475
New +$224K ﹤0.01% 935

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

HB Wealth Management's BJ Position: Q2 2026 in Review

HB Wealth Management increased its BJs Wholesale Club (BJ) stake by 46% in Q2 2026, buying an estimated $195K and bringing the position to 6,732 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

HB Wealth Management first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • HB Wealth Management held 6,732 shares of BJs Wholesale Club worth $587K as of Q2 2026.
  • HB Wealth Management bought 2,127 BJs Wholesale Club shares in Q2 2026, an estimated $195K.
  • BJs Wholesale Club made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • HB Wealth Management first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.