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IMA Advisory Services’s BJs Wholesale Club BJ Stock Holding History

IMA Advisory Services’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 		$3.25K Sell
33
-2
-6% -$193 ﹤0.01% 511
2025
Q4 		$3.15K Buy
+35
New +$3.21K ﹤0.01% 544

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMA Advisory Services's BJ Position: Q1 2026 in Review

IMA Advisory Services reduced its BJs Wholesale Club (BJ) stake by 5.7% in Q1 2026, selling an estimated $193 and leaving 33 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

IMA Advisory Services first reported a position in BJ in Q4 2025 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • IMA Advisory Services held 33 shares of BJs Wholesale Club worth $3.25K as of Q1 2026.
  • IMA Advisory Services sold 2 BJs Wholesale Club shares in Q1 2026, an estimated $193.
  • BJs Wholesale Club made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #511 holding.
  • IMA Advisory Services first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.