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Legacy Wealth Asset Management’s BJs Wholesale Club BJ Stock Holding History

Legacy Wealth Asset Management’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 		$386K Sell
4,427
-9
-0.2% -$824 0.08% 292
2026
Q1 		$437K Buy
4,436
+5
+0.1% +$482 0.11% 278
2025
Q4 		$399K Buy
4,431
+2,001
+82% +$184K 0.1% 287
2025
Q3 		$227K Buy
2,430
+36
+2% +$3.68K 0.06% 342
2025
Q2 		$258K Sell
2,394
-718
-23% -$81.8K 0.07% 327
2025
Q1 		$355K Sell
3,112
-2,380
-43% -$245K 0.1% 275
2024
Q4 		$491K Sell
5,492
-1,197
-18% -$108K 0.13% 243
2024
Q3 		$552K Buy
6,689
+16
+0.2% +$1.35K 0.15% 224
2024
Q2 		$586K Sell
6,673
-2,697
-29% -$218K 0.17% 197
2024
Q1 		$709K Buy
9,370
+51
+0.5% +$3.56K 0.2% 151
2023
Q4 		$621K Buy
9,319
+131
+1% +$8.87K 0.2% 163
2023
Q3 		$656K Sell
9,188
-146
-2% -$9.82K 0.24% 131
2023
Q2 		$588K Buy
9,334
+247
+3% +$17.1K 0.21% 166
2023
Q1 		$691K Buy
9,087
+3,220
+55% +$234K 0.25% 131
2022
Q4 		$388K Sell
5,867
-151
-3% -$10.9K 0.15% 256
2022
Q3 		$438K Sell
6,018
-2,279
-27% -$163K 0.19% 183
2022
Q2 		$517K Sell
8,297
-810
-9% -$50.9K 0.21% 167
2022
Q1 		$616K Sell
9,107
-64
-0.7% -$4.02K 0.22% 169
2021
Q4 		$614K Sell
9,171
-412
-4% -$25.7K 0.21% 178
2021
Q3 		$526K Buy
9,583
+35
+0.4% +$1.87K 0.24% 166
2021
Q2 		$454K Buy
+9,548
New +$437K 0.2% 186

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Legacy Wealth Asset Management's BJ Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its BJs Wholesale Club (BJ) stake by 0.2% in Q2 2026, selling an estimated $824 and leaving 4,427 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #292.

Legacy Wealth Asset Management first reported a position in BJ in Q2 2021 and has held it in 21 quarters since. The position peaked at $709K in Q1 2024. 109 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Legacy Wealth Asset Management held 4,427 shares of BJs Wholesale Club worth $386K as of Q2 2026.
  • Legacy Wealth Asset Management sold 9 BJs Wholesale Club shares in Q2 2026, an estimated $824.
  • BJs Wholesale Club made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #292 holding.
  • Legacy Wealth Asset Management first reported a position in BJs Wholesale Club in Q2 2021 and has held it in 21 quarters since.
  • Legacy Wealth Asset Management's BJs Wholesale Club position peaked at $709K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.