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Sheets Smith Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Sheets Smith Wealth Management’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 		$331K Buy
3,796
+163
+4% +$14.9K 0.03% 342
2026
Q1 		$358K Buy
+3,633
New +$350K 0.04% 325

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's BJ Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its BJs Wholesale Club (BJ) stake by 4.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,796 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #342.

Sheets Smith Wealth Management first reported a position in BJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $358K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Sheets Smith Wealth Management held 3,796 shares of BJs Wholesale Club worth $331K as of Q2 2026.
  • Sheets Smith Wealth Management bought 163 BJs Wholesale Club shares in Q2 2026, an estimated $14.9K.
  • BJs Wholesale Club made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Sheets Smith Wealth Management first reported a position in BJs Wholesale Club in Q1 2026 and has held it in 2 quarters since.
  • Sheets Smith Wealth Management's BJs Wholesale Club position peaked at $358K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.