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Investors Portfolio Services’s BJs Wholesale Club BJ Stock Holding History

Investors Portfolio 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 		– Sell
-6
Closed -$537 – 701
2025
Q4 		$537 Buy
+6
New +$551 ﹤0.01% 371

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State Street
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Kayne Anderson Rudnick Investment Management
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RRAM
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investors Portfolio Services's BJ Position: Q1 2026 in Review

Investors Portfolio Services sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 6 shares — an estimated $537 sold.

Investors Portfolio Services first reported a position in BJ in Q4 2025 and held it in 1 quarter. The position peaked at $537 in Q4 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Investors Portfolio Services reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
  • Investors Portfolio Services sold 6 BJs Wholesale Club shares in Q1 2026, an estimated $537.
  • Investors Portfolio Services first reported a position in BJs Wholesale Club in Q4 2025 and held it in 1 quarter.
  • Investors Portfolio Services's BJs Wholesale Club position peaked at $537 in Q4 2025.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Investors Portfolio Services's 13F filing for Q1 2026, filed 14 May 2026.