NewEdge Wealth’s BJs Wholesale Club BJ Stock Holding History

NewEdge Wealth’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	$3.58M	Sell	36,413 -5,649	-13%	-$545K	0.04%	285
2025 Q4	$3.79M	Sell	42,062 -2,176	-5%	-$200K	0.04%	301
2025 Q3	$4.02M	Sell	44,238 -661	-1%	-$67.6K	0.06%	246
2025 Q2	$4.87M	Sell	44,899 -744	-2%	-$84.8K	0.08%	202
2025 Q1	$5.21M	Buy	45,643 +233	+0.5%	+$24K	0.09%	179
2024 Q4	$4.06M	Sell	45,410 -1,502	-3%	-$136K	0.07%	225
2024 Q3	$3.87M	Buy	46,912 +7,664	+20%	+$648K	0.07%	235
2024 Q2	$3.45M	Buy	39,248 +704	+2%	+$57K	0.07%	218
2024 Q1	$2.9M	Buy	+38,544	New	+$2.69M	0.07%	254

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $2.9T AUM 29.55% 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

NewEdge Wealth's BJ Position: Q1 2026 in Review

NewEdge Wealth reduced its BJs Wholesale Club (BJ) stake by 13% in Q1 2026, selling an estimated $545K and leaving 36,413 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #285.

NewEdge Wealth first reported a position in BJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.21M in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

NewEdge Wealth held 36,413 shares of BJs Wholesale Club worth $3.58M as of Q1 2026.
NewEdge Wealth sold 5,649 BJs Wholesale Club shares in Q1 2026, an estimated $545K.
BJs Wholesale Club made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #285 holding.
NewEdge Wealth first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's BJs Wholesale Club position peaked at $5.21M in Q1 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

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