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Pinnacle Wealth Planning Services’s BJs Wholesale Club BJ Stock Holding History

Pinnacle Wealth Planning Services’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 		$120K Buy
1,373
+22
+2% +$2.01K 0.01% 772
2026
Q1 		$133K Sell
1,351
-4
-0.3% -$386 0.01% 646
2025
Q4 		$122K Buy
+1,355
New +$124K 0.01% 680
2021
Q1 		– Sell
-1,697
Closed -$63K – 544
2020
Q4 		$63K Buy
+1,697
New +$67.8K 0.02% 673

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's BJ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BJs Wholesale Club (BJ) stake by 1.6% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,373 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #772.

Pinnacle Wealth Planning Services first reported a position in BJ in Q4 2020 and has held it in 4 quarters since. The position peaked at $133K in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,373 shares of BJs Wholesale Club worth $120K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22 BJs Wholesale Club shares in Q2 2026, an estimated $2.01K.
  • BJs Wholesale Club made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #772 holding.
  • Pinnacle Wealth Planning Services first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's BJs Wholesale Club position peaked at $133K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.