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JFS Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

JFS Wealth Advisors’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 		$7.5K Buy
86
+3
+4% +$275 ﹤0.01% 1128
2026
Q1 		$8.17K Sell
83
-16
-16% -$1.54K ﹤0.01% 1026
2025
Q4 		$8.91K Buy
99
+30
+43% +$2.75K ﹤0.01% 1021
2025
Q3 		$6.43K Sell
69
-19
-22% -$1.94K ﹤0.01% 1028
2025
Q2 		$9.49K Buy
88
+6
+7% +$684 ﹤0.01% 881
2025
Q1 		$9.36K Buy
82
+13
+19% +$1.34K ﹤0.01% 900
2024
Q4 		$6.17K Hold
69
– – ﹤0.01% 1042
2024
Q3 		$5.69K Buy
69
+7
+11% +$592 ﹤0.01% 1076
2024
Q2 		$5.45K Hold
62
– – ﹤0.01% 1028
2024
Q1 		$4.69K Sell
62
-9
-13% -$627 ﹤0.01% 1128
2023
Q4 		$4.73K Sell
71
-1
-1% -$68 ﹤0.01% 1081
2023
Q3 		$5.14K Buy
72
+9
+14% +$606 ﹤0.01% 984
2023
Q2 		$3.97K Sell
63
-12
-16% -$830 ﹤0.01% 1103
2023
Q1 		$5.71K Buy
75
+6
+9% +$436 ﹤0.01% 937
2022
Q4 		$4.57K Sell
69
-4
-5% -$290 ﹤0.01% 1025
2022
Q3 		$5K Buy
73
+5
+7% +$358 ﹤0.01% 967
2022
Q2 		$4K Buy
68
+15
+28% +$943 ﹤0.01% 1045
2022
Q1 		$4K Buy
53
+32
+152% +$2.01K ﹤0.01% 1111
2021
Q4 		$1K Buy
+21
New +$1.31K ﹤0.01% 1268

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

JFS Wealth Advisors's BJ Position: Q2 2026 in Review

JFS Wealth Advisors increased its BJs Wholesale Club (BJ) stake by 3.6% in Q2 2026, buying an estimated $275 and bringing the position to 86 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

JFS Wealth Advisors first reported a position in BJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.49K in Q2 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • JFS Wealth Advisors held 86 shares of BJs Wholesale Club worth $7.5K as of Q2 2026.
  • JFS Wealth Advisors bought 3 BJs Wholesale Club shares in Q2 2026, an estimated $275.
  • BJs Wholesale Club made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1128 holding.
  • JFS Wealth Advisors first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's BJs Wholesale Club position peaked at $9.49K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.