High Note Wealth’s BJs Wholesale Club BJ Stock Holding History

High Note Wealth’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	$98	Hold	1	–	–	﹤0.01%	919
2025 Q4	$90	Hold	1	–	–	﹤0.01%	894
2025 Q3	$93	Hold	1	–	–	﹤0.01%	851
2025 Q2	$108	Sell	1 -60	-98%	-$6.83K	﹤0.01%	863
2025 Q1	$6.96K	Hold	61	–	–	﹤0.01%	342
2024 Q4	$5.45K	Buy	+61	New	+$5.51K	﹤0.01%	406

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Note Wealth's BJ Position: Q1 2026 in Review

High Note Wealth held its BJs Wholesale Club (BJ) position steady in Q1 2026 at 1 share worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #919.

High Note Wealth first reported a position in BJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.96K in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

High Note Wealth held 1 share of BJs Wholesale Club worth $98 as of Q1 2026.
High Note Wealth left its BJs Wholesale Club share count unchanged in Q1 2026.
BJs Wholesale Club made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #919 holding.
High Note Wealth first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 6 quarters since.
High Note Wealth's BJs Wholesale Club position peaked at $6.96K in Q1 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.