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 Q2	$6.63K	Hold	76	–	–	﹤0.01%	728
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

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

Private Wealth Management Group's BJ Position: Q2 2026 in Review

Private Wealth Management Group held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 76 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Private Wealth Management Group first reported a position in BJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.67K in Q1 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Private Wealth Management Group held 76 shares of BJs Wholesale Club worth $6.63K as of Q2 2026.
Private Wealth Management Group left its BJs Wholesale Club share count unchanged in Q2 2026.
BJs Wholesale Club made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #728 holding.
Private Wealth Management Group first reported a position in BJs Wholesale Club in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's BJs Wholesale Club position peaked at $8.67K in Q1 2025.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.