LPL Financial
BJ icon

LPL Financial’s BJs Wholesale Club BJ Stock Holding History

LPL Financial’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 		$15.8M Buy
180,661
+14,440
+9% +$1.32M ﹤0.01% 1746
2026
Q1 		$16.4M Buy
166,221
+13,557
+9% +$1.31M ﹤0.01% 1605
2025
Q4 		$13.7M Sell
152,664
-178
-0.1% -$16.3K ﹤0.01% 1667
2025
Q3 		$14.3M Sell
152,842
-31,111
-17% -$3.18M ﹤0.01% 1590
2025
Q2 		$19.8M Buy
183,953
+20,234
+12% +$2.31M 0.01% 1254
2025
Q1 		$18.7M Buy
163,719
+37,626
+30% +$3.87M 0.01% 1189
2024
Q4 		$11.3M Buy
126,093
+33,026
+35% +$2.99M ﹤0.01% 1454
2024
Q3 		$7.68M Buy
93,067
+21,366
+30% +$1.81M ﹤0.01% 1665
2024
Q2 		$6.3M Buy
71,701
+28,237
+65% +$2.29M ﹤0.01% 1685
2024
Q1 		$3.29M Buy
43,464
+7,664
+21% +$534K ﹤0.01% 2113
2023
Q4 		$2.39M Buy
35,800
+4,360
+14% +$295K ﹤0.01% 2265
2023
Q3 		$2.24M Buy
31,440
+6,781
+27% +$456K ﹤0.01% 2205
2023
Q2 		$1.55M Buy
24,659
+3,992
+19% +$276K ﹤0.01% 2467
2023
Q1 		$1.57M Buy
20,667
+309
+2% +$22.4K ﹤0.01% 2357
2022
Q4 		$1.35M Buy
20,358
+697
+4% +$50.5K ﹤0.01% 2408
2022
Q3 		$1.43M Buy
19,661
+1,732
+10% +$124K ﹤0.01% 2243
2022
Q2 		$1.12M Buy
17,929
+3,566
+25% +$224K ﹤0.01% 2496
2022
Q1 		$971K Sell
14,363
-6,893
-32% -$433K ﹤0.01% 2635
2021
Q4 		$1.42M Buy
21,256
+1,261
+6% +$78.7K ﹤0.01% 2360
2021
Q3 		$1.1M Buy
+19,995
New +$1.07M ﹤0.01% 2537
2019
Q4 		– Sell
-8,349
Closed -$216K – 3350
2019
Q3 		$216K Sell
8,349
-3,641
-30% -$90.7K ﹤0.01% 2934
2019
Q2 		$317K Sell
11,990
-2,240
-16% -$59.6K ﹤0.01% 2654
2019
Q1 		$390K Buy
14,230
+2,688
+23% +$68.6K ﹤0.01% 2419
2018
Q4 		$256K Buy
+11,542
New +$265K ﹤0.01% 2592

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.75B AUM 57.75% 1-Year Est. Return

LPL Financial's BJ Position: Q2 2026 in Review

LPL Financial increased its BJs Wholesale Club (BJ) stake by 8.7% in Q2 2026, buying an estimated $1.32M and bringing the position to 180,661 shares worth $15.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

LPL Financial first reported a position in BJ in Q4 2018 and has held it in 24 quarters since. The position peaked at $19.8M in Q2 2025. 336 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • LPL Financial held 180,661 shares of BJs Wholesale Club worth $15.8M as of Q2 2026.
  • LPL Financial bought 14,440 BJs Wholesale Club shares in Q2 2026, an estimated $1.32M.
  • BJs Wholesale Club made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1746 holding.
  • LPL Financial first reported a position in BJs Wholesale Club in Q4 2018 and has held it in 24 quarters since.
  • LPL Financial's BJs Wholesale Club position peaked at $19.8M in Q2 2025.
  • 336 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.