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Morris Financial Concepts’s BJs Wholesale Club BJ Stock Holding History

Morris Financial Concepts’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 		$233K Buy
2,672
+287
+12% +$26.3K 0.07% 130
2026
Q1 		$235K Sell
2,385
-17
-0.7% -$1.64K 0.08% 125
2025
Q4 		$216K Sell
2,402
-36
-1% -$3.31K 0.08% 129
2025
Q3 		$227K Buy
2,438
+143
+6% +$14.6K 0.08% 125
2025
Q2 		$247K Hold
2,295
– – 0.1% 115
2025
Q1 		$262K Buy
2,295
+13
+0.6% +$1.34K 0.11% 106
2024
Q4 		$204K Buy
+2,282
New +$206K 0.09% 120

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

Morris Financial Concepts's BJ Position: Q2 2026 in Review

Morris Financial Concepts increased its BJs Wholesale Club (BJ) stake by 12% in Q2 2026, buying an estimated $26.3K and bringing the position to 2,672 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #130.

Morris Financial Concepts first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q1 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Morris Financial Concepts held 2,672 shares of BJs Wholesale Club worth $233K as of Q2 2026.
  • Morris Financial Concepts bought 287 BJs Wholesale Club shares in Q2 2026, an estimated $26.3K.
  • BJs Wholesale Club made up 0.07% of Morris Financial Concepts's portfolio in Q2 2026, its #130 holding.
  • Morris Financial Concepts first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • Morris Financial Concepts's BJs Wholesale Club position peaked at $262K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.