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Intentional Wealth Strategies’s BJs Wholesale Club BJ Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-12
Closed -$1.18K – 161
2026
Q1 		$1.18K Buy
+12
New +$1.16K ﹤0.01% 743

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

Intentional Wealth Strategies's BJ Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 12 shares — an estimated $1.18K sold.

Intentional Wealth Strategies first reported a position in BJ in Q1 2026 and held it in 1 quarter. The position peaked at $1.18K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 12 BJs Wholesale Club shares in Q2 2026, an estimated $1.18K.
  • Intentional Wealth Strategies first reported a position in BJs Wholesale Club in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's BJs Wholesale Club position peaked at $1.18K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

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