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Parkworth Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$431 Hold
4
– – ﹤0.01% 686
2025
Q1 		$456 Buy
4
+1
+33% +$103 ﹤0.01% 450
2024
Q4 		$268 Buy
+3
New +$271 ﹤0.01% 653

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's BJ Position: Q2 2025 in Review

Parkworth Wealth Management held its BJs Wholesale Club (BJ) position steady in Q2 2025 at 4 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Parkworth Wealth Management first reported a position in BJ in Q4 2024 and has held it in 3 quarters since. The position peaked at $456 in Q1 2025. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of BJs Wholesale Club worth $431 as of Q2 2025.
  • Parkworth Wealth Management left its BJs Wholesale Club share count unchanged in Q2 2025.
  • BJs Wholesale Club made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #686 holding.
  • Parkworth Wealth Management first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's BJs Wholesale Club position peaked at $456 in Q1 2025.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.