Sagespring Wealth Partners’s BJs Wholesale Club BJ Stock Holding History

Sagespring Wealth Partners’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	$322K	Buy	3,269 +9	+0.3%	+$868	0.01%	636
2025 Q4	$293K	Buy	3,260 +41	+1%	+$3.76K	0.01%	625
2025 Q3	$300K	Sell	3,219 -956	-23%	-$97.7K	0.01%	609
2025 Q2	$450K	Sell	4,175 -322	-7%	-$36.7K	0.01%	467
2025 Q1	$513K	Buy	4,497 +202	+5%	+$20.8K	0.01%	385
2024 Q4	$384K	Buy	+4,295	New	+$388K	0.01%	406

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sagespring Wealth Partners's BJ Position: Q1 2026 in Review

Sagespring Wealth Partners increased its BJs Wholesale Club (BJ) stake by 0.28% in Q1 2026, buying an estimated $868 and bringing the position to 3,269 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #636.

Sagespring Wealth Partners first reported a position in BJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $513K in Q1 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Sagespring Wealth Partners held 3,269 shares of BJs Wholesale Club worth $322K as of Q1 2026.
Sagespring Wealth Partners bought 9 BJs Wholesale Club shares in Q1 2026, an estimated $868.
BJs Wholesale Club made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #636 holding.
Sagespring Wealth Partners first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's BJs Wholesale Club position peaked at $513K in Q1 2025.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.