PWMG
BJ icon

Private Wealth Management Group’s BJs Wholesale Club BJ Stock Holding History

Private Wealth Management 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 		$7.48K Hold
76
– – ﹤0.01% 620
2025
Q4 		$6.84K Hold
76
– – ﹤0.01% 652
2025
Q3 		$7.09K Hold
76
– – ﹤0.01% 648
2025
Q2 		$8.2K Hold
76
– – ﹤0.01% 558
2025
Q1 		$8.67K Hold
76
– – ﹤0.01% 518
2024
Q4 		$6.79K Hold
76
– – ﹤0.01% 618
2024
Q3 		$6.27K Buy
76
+24
+46% +$2.03K ﹤0.01% 638
2024
Q2 		$4.57K Buy
52
+30
+136% +$2.43K ﹤0.01% 737
2024
Q1 		$1.67K Hold
22
– – ﹤0.01% 1059
2023
Q4 		$1.47K Buy
+22
New +$1.49K ﹤0.01% 1113

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Franklin Resources
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VPM
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VCM
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State Street
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Kayne Anderson Rudnick Investment Management
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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