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NewEdge Advisors’s BJs Wholesale Club BJ Stock Holding History

NewEdge 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 		$460K Sell
4,673
-50
-1% -$4.82K ﹤0.01% 2052
2025
Q4 		$425K Sell
4,723
-443
-9% -$40.7K ﹤0.01% 2091
2025
Q3 		$482K Sell
5,166
-643
-11% -$65.7K ﹤0.01% 1842
2025
Q2 		$626K Sell
5,809
-286
-5% -$32.6K ﹤0.01% 1563
2025
Q1 		$695K Sell
6,095
-3,079
-34% -$317K ﹤0.01% 1395
2024
Q4 		$820K Buy
9,174
+5,547
+153% +$501K ﹤0.01% 1268
2024
Q3 		$299K Buy
3,627
+688
+23% +$58.2K ﹤0.01% 1801
2024
Q2 		$258K Buy
2,939
+2,557
+669% +$207K ﹤0.01% 1798
2024
Q1 		$28.9K Sell
382
-235
-38% -$16.4K ﹤0.01% 2493
2023
Q4 		$41.1K Sell
617
-2,262
-79% -$153K ﹤0.01% 2287
2023
Q3 		$205K Buy
2,879
+2,849
+9,497% +$192K ﹤0.01% 1617
2023
Q2 		$1.89K Sell
30
-405
-93% -$28K ﹤0.01% 3111
2023
Q1 		$33.1K Sell
435
-9,976
-96% -$725K ﹤0.01% 2165
2022
Q4 		$388K Sell
10,411
-9,343
-47% -$677K 0.01% 888
2022
Q3 		$1.44M Buy
19,754
+7,443
+60% +$534K 0.02% 520
2022
Q2 		$767K Sell
12,311
-6,478
-34% -$407K 0.01% 799
2022
Q1 		$1.27M Buy
+18,789
New +$1.18M 0.02% 562

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's BJ Position: Q1 2026 in Review

NewEdge Advisors reduced its BJs Wholesale Club (BJ) stake by 1.1% in Q1 2026, selling an estimated $4.82K and leaving 4,673 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

NewEdge Advisors first reported a position in BJ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.44M in Q3 2022. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • NewEdge Advisors held 4,673 shares of BJs Wholesale Club worth $460K as of Q1 2026.
  • NewEdge Advisors sold 50 BJs Wholesale Club shares in Q1 2026, an estimated $4.82K.
  • BJs Wholesale Club made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2052 holding.
  • NewEdge Advisors first reported a position in BJs Wholesale Club in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's BJs Wholesale Club position peaked at $1.44M in Q3 2022.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.