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Simplicity Wealth’s BJs Wholesale Club BJ Stock Holding History

Simplicity Wealth’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 		$234K Buy
+2,685
New +$246K 0.01% 927
2024
Q3 		– Sell
-10,359
Closed -$910K – 559
2024
Q2 		$910K Buy
10,359
+561
+6% +$45.4K 0.02% 563
2024
Q1 		$741K Buy
+9,798
New +$683K 0.02% 609

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

Simplicity Wealth's BJ Position: Q2 2026 in Review

Simplicity Wealth opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 2,685 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in BJ as recently as Q2 2024.

Simplicity Wealth first reported a position in BJ in Q1 2024 and has held it in 3 quarters since. The position peaked at $910K in Q2 2024. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Simplicity Wealth held 2,685 shares of BJs Wholesale Club worth $234K as of Q2 2026.
  • BJs Wholesale Club was a new Simplicity Wealth position in Q2 2026.
  • BJs Wholesale Club made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #927 holding.
  • Simplicity Wealth first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's BJs Wholesale Club position peaked at $910K in Q2 2024.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.