PWG
BJ icon

Portside Wealth Group’s BJs Wholesale Club BJ Stock Holding History

Portside Wealth Group’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 		$651K Buy
6,617
+322
+5% +$31.1K 0.09% 219
2025
Q4 		$567K Buy
6,295
+1,099
+21% +$101K 0.08% 232
2025
Q3 		$485K Buy
5,196
+164
+3% +$16.8K 0.07% 256
2025
Q2 		$543K Sell
5,032
-4
-0.1% -$456 0.08% 231
2025
Q1 		$575K Buy
5,036
+1,136
+29% +$117K 0.09% 214
2024
Q4 		$348K Buy
3,900
+652
+20% +$58.9K 0.06% 291
2024
Q3 		$268K Buy
3,248
+410
+14% +$34.7K 0.05% 328
2024
Q2 		$249K Sell
2,838
-4,062
-59% -$329K 0.05% 300
2024
Q1 		$522K Buy
6,900
+95
+1% +$6.62K 0.1% 214
2023
Q4 		$454K Buy
6,805
+241
+4% +$16.3K 0.08% 219
2023
Q3 		$470K Sell
6,564
-61
-0.9% -$4.1K 0.09% 200
2023
Q2 		$417K Buy
+6,625
New +$458K 0.08% 213

Other funds holding BJ

BlackRock
BlackRock New York $5.7T 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 $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return