Mount Yale Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

Mount Yale Investment 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 Q1	$990K	Buy	10,063 +2,963	+42%	+$286K	0.02%	525
2025 Q4	$639K	Buy	7,100 +144	+2%	+$13.2K	0.03%	400
2025 Q3	$649K	Buy	6,956 +6,897	+11,690%	+$705K	0.05%	360
2025 Q2	$6.36K	Buy	+59	New	+$6.72K	﹤0.01%	1196
2024 Q2	–	Sell	-7,960	Closed	-$602K	–	548
2024 Q1	$602K	Buy	7,960 +3,883	+95%	+$271K	0.05%	315
2023 Q4	$272K	Sell	4,077 -5,295	-56%	-$358K	0.03%	434
2023 Q3	$669K	Buy	9,372 +87	+0.9%	+$5.85K	0.07%	254
2023 Q2	$585K	Sell	9,285 -252	-3%	-$17.4K	0.06%	283
2023 Q1	$725K	Buy	+9,537	New	+$693K	0.08%	243

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's BJ Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its BJs Wholesale Club (BJ) stake by 42% in Q1 2026, buying an estimated $286K and bringing the position to 10,063 shares worth $990K. The position accounts for 0.02% of the portfolio, ranked #525.

Mount Yale Investment Advisors first reported a position in BJ in Q1 2023 and has held it in 9 quarters since. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Mount Yale Investment Advisors held 10,063 shares of BJs Wholesale Club worth $990K as of Q1 2026.
Mount Yale Investment Advisors bought 2,963 BJs Wholesale Club shares in Q1 2026, an estimated $286K.
BJs Wholesale Club made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #525 holding.
Mount Yale Investment Advisors first reported a position in BJs Wholesale Club in Q1 2023 and has held it in 9 quarters since.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.