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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
Q2 		$553K Sell
6,338
-279
-4% -$25.5K 0.06% 282
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 $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

Portside Wealth Group's BJ Position: Q2 2026 in Review

Portside Wealth Group reduced its BJs Wholesale Club (BJ) stake by 4.2% in Q2 2026, selling an estimated $25.5K and leaving 6,338 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #282.

Portside Wealth Group first reported a position in BJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $651K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Portside Wealth Group held 6,338 shares of BJs Wholesale Club worth $553K as of Q2 2026.
  • Portside Wealth Group sold 279 BJs Wholesale Club shares in Q2 2026, an estimated $25.5K.
  • BJs Wholesale Club made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #282 holding.
  • Portside Wealth Group first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's BJs Wholesale Club position peaked at $651K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.