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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
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 $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

Integrated Wealth Concepts's BJ Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in BJs Wholesale Club (BJ) in Q1 2026: 5,305 shares worth $522K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BJ as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in BJ in Q1 2023 and has held it in 7 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Integrated Wealth Concepts held 5,305 shares of BJs Wholesale Club worth $522K as of Q1 2026.
  • BJs Wholesale Club was a new Integrated Wealth Concepts position in Q1 2026.
  • BJs Wholesale Club made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1517 holding.
  • Integrated Wealth Concepts first reported a position in BJs Wholesale Club in Q1 2023 and has held it in 7 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.