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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
Q2 		– Sell
-11
Closed -$1.08K – 276
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 $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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s BJ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 11 shares — an estimated $1.08K sold.

Legacy Wealth Management (Idaho) first reported a position in BJ in Q3 2024 and held it in 7 quarters. The position peaked at $1.94K in Q1 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 11 BJs Wholesale Club shares in Q2 2026, an estimated $1.08K.
  • Legacy Wealth Management (Idaho) first reported a position in BJs Wholesale Club in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s BJs Wholesale Club position peaked at $1.94K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.