HHM Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

HHM 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	$65.4K	Hold	750	–	–	0.01%	349
2026 Q1	$73.8K	Hold	750	–	–	0.01%	321
2025 Q4	$67.5K	Hold	750	–	–	0.01%	319
2025 Q3	$69.9K	Hold	750	–	–	0.01%	323
2025 Q2	$80.9K	Hold	750	–	–	0.01%	304
2025 Q1	$85.6K	Sell	750 -3	-0.4%	-$309	0.01%	279
2024 Q4	$67.3K	Buy	753 +3	+0.4%	+$271	0.01%	308
2024 Q3	$61.9K	Hold	750	–	–	0.01%	307
2024 Q2	$65.9K	Hold	750	–	–	0.01%	300
2024 Q1	$56.7K	Hold	750	–	–	0.01%	278
2023 Q4	$50K	Hold	750	–	–	0.01%	288
2023 Q3	$53.5K	Hold	750	–	–	0.01%	266
2023 Q2	$47.3K	Hold	750	–	–	0.01%	292
2023 Q1	$57.1K	Hold	750	–	–	0.01%	259
2022 Q4	$49.6K	Hold	750	–	–	0.01%	246
2022 Q3	$55K	Hold	750	–	–	0.01%	218
2022 Q2	$47K	Buy	+750	New	+$47.1K	0.01%	287

Other funds holding BJ

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

HHM Wealth Advisors's BJ Position: Q2 2026 in Review

HHM Wealth Advisors held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 750 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #349.

HHM Wealth Advisors first reported a position in BJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $85.6K in Q1 2025. 158 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

HHM Wealth Advisors held 750 shares of BJs Wholesale Club worth $65.4K as of Q2 2026.
HHM Wealth Advisors left its BJs Wholesale Club share count unchanged in Q2 2026.
BJs Wholesale Club made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #349 holding.
HHM Wealth Advisors first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 17 quarters since.
HHM Wealth Advisors's BJs Wholesale Club position peaked at $85.6K in Q1 2025.
158 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

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