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LVW Advisors’s BJs Wholesale Club BJ Stock Holding History

LVW Advisors’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 		$313K Sell
3,589
-816
-19% -$74.7K 0.03% 340
2026
Q1 		$434K Sell
4,405
-601
-12% -$58K 0.04% 234
2025
Q4 		$451K Sell
5,006
-311
-6% -$28.5K 0.05% 204
2025
Q3 		$496K Sell
5,317
-709
-12% -$72.5K 0.05% 198
2025
Q2 		$650K Sell
6,026
-620
-9% -$70.6K 0.07% 161
2025
Q1 		$758K Sell
6,646
-518
-7% -$53.3K 0.09% 130
2024
Q4 		$640K Sell
7,164
-182
-2% -$16.5K 0.08% 155
2024
Q3 		$606K Buy
7,346
+645
+10% +$54.6K 0.08% 165
2024
Q2 		$589K Buy
+6,701
New +$543K 0.09% 145

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 $3.37T AUM 44.26% 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

LVW Advisors's BJ Position: Q2 2026 in Review

LVW Advisors reduced its BJs Wholesale Club (BJ) stake by 19% in Q2 2026, selling an estimated $74.7K and leaving 3,589 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #340.

LVW Advisors first reported a position in BJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $758K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • LVW Advisors held 3,589 shares of BJs Wholesale Club worth $313K as of Q2 2026.
  • LVW Advisors sold 816 BJs Wholesale Club shares in Q2 2026, an estimated $74.7K.
  • BJs Wholesale Club made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #340 holding.
  • LVW Advisors first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 9 quarters since.
  • LVW Advisors's BJs Wholesale Club position peaked at $758K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.