Retirement Wealth Solutions
BJ icon

Retirement Wealth Solutions’s BJs Wholesale Club BJ Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.85K Buy
31
+20
+182% +$1.86K ﹤0.01% 519
2026
Q2 		$960 Sell
11
-17
-61% -$1.56K ﹤0.01% 657
2026
Q1 		$2.76K Buy
28
+16
+133% +$1.54K ﹤0.01% 438
2025
Q4 		$1.08K Buy
12
+1
+9% +$92 ﹤0.01% 564
2025
Q3 		$1.03K Buy
+11
New +$1.12K ﹤0.01% 556

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Retirement Wealth Solutions's BJ Position: Q3 2026 in Review

Retirement Wealth Solutions increased its BJs Wholesale Club (BJ) stake by 182% in Q3 2026, buying an estimated $1.86K and bringing the position to 31 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Retirement Wealth Solutions first reported a position in BJ in Q3 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Retirement Wealth Solutions held 31 shares of BJs Wholesale Club worth $2.85K as of Q3 2026.
  • Retirement Wealth Solutions bought 20 BJs Wholesale Club shares in Q3 2026, an estimated $1.86K.
  • BJs Wholesale Club made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #519 holding.
  • Retirement Wealth Solutions first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.