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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
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 $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

Pinnacle Wealth Planning Services's BJ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its BJs Wholesale Club (BJ) stake by 0.3% in Q1 2026, selling an estimated $386 and leaving 1,351 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #646.

Pinnacle Wealth Planning Services first reported a position in BJ in Q4 2020 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,351 shares of BJs Wholesale Club worth $133K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 4 BJs Wholesale Club shares in Q1 2026, an estimated $386.
  • BJs Wholesale Club made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #646 holding.
  • Pinnacle Wealth Planning Services first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 3 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.