IFWM
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Institute for Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Institute for 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 		$180K Sell
2,065
-351
-15% -$32.1K 0.02% 540
2026
Q1 		$238K Sell
2,416
-161
-6% -$15.5K 0.03% 482
2025
Q4 		$232K Sell
2,577
-113
-4% -$10.4K 0.02% 503
2025
Q3 		$251K Buy
+2,690
New +$275K 0.03% 499

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

Institute for Wealth Management's BJ Position: Q2 2026 in Review

Institute for Wealth Management reduced its BJs Wholesale Club (BJ) stake by 15% in Q2 2026, selling an estimated $32.1K and leaving 2,065 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #540.

Institute for Wealth Management first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $251K in Q3 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Institute for Wealth Management held 2,065 shares of BJs Wholesale Club worth $180K as of Q2 2026.
  • Institute for Wealth Management sold 351 BJs Wholesale Club shares in Q2 2026, an estimated $32.1K.
  • BJs Wholesale Club made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #540 holding.
  • Institute for Wealth Management first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's BJs Wholesale Club position peaked at $251K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.