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SHP Wealth Management’s BJs Wholesale Club BJ Stock Holding History

SHP 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
Q1 		$3.9K Buy
40
+15
+60% +$1.45K ﹤0.01% 1125
2025
Q4 		$2.22K Buy
+25
New +$2.29K ﹤0.01% 1113

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's BJ Position: Q1 2026 in Review

SHP Wealth Management increased its BJs Wholesale Club (BJ) stake by 60% in Q1 2026, buying an estimated $1.45K and bringing the position to 40 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

SHP Wealth Management first reported a position in BJ in Q4 2025 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • SHP Wealth Management held 40 shares of BJs Wholesale Club worth $3.9K as of Q1 2026.
  • SHP Wealth Management bought 15 BJs Wholesale Club shares in Q1 2026, an estimated $1.45K.
  • BJs Wholesale Club made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1125 holding.
  • SHP Wealth Management first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 2 quarters since.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.