Principia Wealth Advisory’s BJs Wholesale Club BJ Stock Holding History

Principia Wealth Advisory’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	$785	Buy	9 +3	+50%	+$275	﹤0.01%	812
2026 Q1	$591	Hold	6	–	–	﹤0.01%	827
2025 Q4	$540	Buy	6 +4	+200%	+$367	﹤0.01%	806
2025 Q3	$187	Sell	2 -4	-67%	-$409	﹤0.01%	897
2025 Q2	$647	Buy	6 +2	+50%	+$228	﹤0.01%	680
2025 Q1	$452	Buy	+4	New	+$412	﹤0.01%	602

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's BJ Position: Q2 2026 in Review

Principia Wealth Advisory increased its BJs Wholesale Club (BJ) stake by 50% in Q2 2026, buying an estimated $275 and bringing the position to 9 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Principia Wealth Advisory first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Principia Wealth Advisory held 9 shares of BJs Wholesale Club worth $785 as of Q2 2026.
Principia Wealth Advisory bought 3 BJs Wholesale Club shares in Q2 2026, an estimated $275.
BJs Wholesale Club made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #812 holding.
Principia Wealth Advisory first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.