Physician Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Physician Wealth 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 Q2	$3.92K	Sell	45 -140	-76%	-$12.8K	﹤0.01%	1202
2026 Q1	$18.2K	Buy	185 +128	+225%	+$12.3K	﹤0.01%	647
2025 Q4	$5.13K	Buy	57 +40	+235%	+$3.67K	﹤0.01%	965
2025 Q3	$1.59K	Buy	+17	New	+$1.74K	﹤0.01%	1323

Other funds holding BJ

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Physician Wealth Advisors's BJ Position: Q2 2026 in Review

Physician Wealth Advisors reduced its BJs Wholesale Club (BJ) stake by 76% in Q2 2026, selling an estimated $12.8K and leaving 45 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Physician Wealth Advisors first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.2K in Q1 2026. 250 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Physician Wealth Advisors held 45 shares of BJs Wholesale Club worth $3.92K as of Q2 2026.
Physician Wealth Advisors sold 140 BJs Wholesale Club shares in Q2 2026, an estimated $12.8K.
BJs Wholesale Club made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1202 holding.
Physician Wealth Advisors first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's BJs Wholesale Club position peaked at $18.2K in Q1 2026.
250 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.