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Legacy Wealth Management (Idaho)’s BJs Wholesale Club BJ Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.08K Hold
11
– – ﹤0.01% 865
2025
Q4 		$991 Sell
11
-5
-31% -$459 ﹤0.01% 751
2025
Q3 		$1.49K Hold
16
– – ﹤0.01% 580
2025
Q2 		$1.73K Sell
16
-1
-6% -$114 ﹤0.01% 536
2025
Q1 		$1.94K Hold
17
– – ﹤0.01% 546
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BJ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its BJs Wholesale Club (BJ) position steady in Q1 2026 at 11 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Legacy Wealth Management (Idaho) first reported a position in BJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.94K in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 11 shares of BJs Wholesale Club worth $1.08K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its BJs Wholesale Club share count unchanged in Q1 2026.
  • BJs Wholesale Club made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #865 holding.
  • Legacy Wealth Management (Idaho) first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s BJs Wholesale Club position peaked at $1.94K in Q1 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.