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Integrated Wealth Concepts’s BJs Wholesale Club BJ Stock Holding History

Integrated Wealth Concepts’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 		$984K Buy
11,286
+5,981
+113% +$547K 0.01% 1216
2026
Q1 		$522K Buy
+5,305
New +$512K ﹤0.01% 1517
2025
Q3 		– Sell
-3,181
Closed -$343K – 1984
2025
Q2 		$343K Buy
3,181
+415
+15% +$47.3K ﹤0.01% 1483
2025
Q1 		$316K Sell
2,766
-1
-0% -$103 ﹤0.01% 1387
2024
Q4 		$247K Buy
2,767
+57
+2% +$5.15K ﹤0.01% 1488
2024
Q3 		$224K Buy
2,710
+133
+5% +$11.3K ﹤0.01% 1510
2024
Q2 		$226K Buy
+2,577
New +$209K ﹤0.01% 1469
2023
Q2 		– Sell
-3,524
Closed -$268K – 1565
2023
Q1 		$268K Buy
+3,524
New +$256K 0.01% 1104

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

Integrated Wealth Concepts's BJ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its BJs Wholesale Club (BJ) stake by 113% in Q2 2026, buying an estimated $547K and bringing the position to 11,286 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #1216.

Integrated Wealth Concepts first reported a position in BJ in Q1 2023 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Integrated Wealth Concepts held 11,286 shares of BJs Wholesale Club worth $984K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,981 BJs Wholesale Club shares in Q2 2026, an estimated $547K.
  • BJs Wholesale Club made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1216 holding.
  • Integrated Wealth Concepts first reported a position in BJs Wholesale Club in Q1 2023 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.