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IFP Advisors’s BJs Wholesale Club BJ Stock Holding History

IFP 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 		$916K Buy
10,502
+642
+7% +$58.8K 0.02% 774
2026
Q1 		$970K Buy
9,860
+7,994
+428% +$771K 0.02% 710
2025
Q4 		$168K Sell
1,866
-20
-1% -$1.84K ﹤0.01% 1470
2025
Q3 		$176K Sell
1,886
-99
-5% -$10.1K ﹤0.01% 1352
2025
Q2 		$214K Buy
1,985
+1,475
+289% +$168K 0.01% 1243
2025
Q1 		$58.2K Buy
510
+92
+22% +$9.47K ﹤0.01% 1826
2024
Q4 		$37.4K Buy
418
+73
+21% +$6.6K ﹤0.01% 1965
2024
Q3 		$28.5K Sell
345
-14
-4% -$1.18K ﹤0.01% 1995
2024
Q2 		$31.5K Buy
359
+306
+577% +$24.8K ﹤0.01% 1869
2024
Q1 		$4.01K Buy
53
+9
+20% +$627 ﹤0.01% 2522
2023
Q4 		$2.93K Sell
44
-46
-51% -$3.11K ﹤0.01% 2578
2023
Q3 		$6.42K Buy
90
+1
+1% +$67 ﹤0.01% 2420
2023
Q2 		$5.61K Buy
89
+70
+368% +$4.84K ﹤0.01% 2511
2023
Q1 		$418 Sell
19
-1,203
-98% -$87.4K ﹤0.01% 3202
2022
Q4 		$30K Buy
1,222
+383
+46% +$27.7K ﹤0.01% 2576
2022
Q3 		$34K Buy
839
+793
+1,724% +$56.8K ﹤0.01% 2660
2022
Q2 		$15K Hold
46
– – ﹤0.01% 3075
2022
Q1 		$15K Buy
+46
New +$2.89K ﹤0.01% 3075
2021
Q2 		– Sell
-1,000
Closed -$45.8K – 3070
2021
Q1 		$45K Hold
1,000
– – ﹤0.01% 1509
2020
Q4 		$37K Sell
1,000
-750
-43% -$30K ﹤0.01% 1552
2020
Q3 		$73K Sell
1,750
-725
-29% -$30K ﹤0.01% 1133
2020
Q2 		$92K Buy
+2,475
New +$76K 0.01% 954
2019
Q1 		– Sell
-49
Closed -$1K – 2462
2018
Q4 		$1K Buy
49
+13
+36% +$299 ﹤0.01% 3271
2018
Q3 		$1K Buy
+36
New +$963 ﹤0.01% 3652

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

IFP Advisors's BJ Position: Q2 2026 in Review

IFP Advisors increased its BJs Wholesale Club (BJ) stake by 6.5% in Q2 2026, buying an estimated $58.8K and bringing the position to 10,502 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #774.

IFP Advisors first reported a position in BJ in Q3 2018 and has held it in 24 quarters since. The position peaked at $970K in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • IFP Advisors held 10,502 shares of BJs Wholesale Club worth $916K as of Q2 2026.
  • IFP Advisors bought 642 BJs Wholesale Club shares in Q2 2026, an estimated $58.8K.
  • BJs Wholesale Club made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #774 holding.
  • IFP Advisors first reported a position in BJs Wholesale Club in Q3 2018 and has held it in 24 quarters since.
  • IFP Advisors's BJs Wholesale Club position peaked at $970K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.