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Legacy Investment Solutions’s BJs Wholesale Club BJ Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.73K Buy
+16
New +$1.82K ﹤0.01% 536
2024
Q4 		$1.78K Hold
17
– – ﹤0.01% 514
2024
Q3 		$1.5K Buy
+17
New +$1.44K ﹤0.01% 508

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's BJ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in BJs Wholesale Club (BJ) in Q2 2025: 16 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BJ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BJ in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.78K in Q4 2024. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Legacy Investment Solutions held 16 shares of BJs Wholesale Club worth $1.73K as of Q2 2025.
  • BJs Wholesale Club was a new Legacy Investment Solutions position in Q2 2025.
  • BJs Wholesale Club made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #536 holding.
  • Legacy Investment Solutions first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's BJs Wholesale Club position peaked at $1.78K in Q4 2024.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.