SAM
BJ icon

Smartleaf Asset Management’s BJs Wholesale Club BJ Stock Holding History

Smartleaf Asset 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 		$88.4K Hold
989
– – ﹤0.01% 1233
2026
Q1 		$97.9K Buy
989
+177
+22% +$17.1K ﹤0.01% 1118
2025
Q4 		$73.2K Sell
812
-491
-38% -$45.1K ﹤0.01% 1363
2025
Q3 		$122K Buy
1,303
+324
+33% +$33.1K 0.01% 954
2025
Q2 		$112K Sell
979
-268
-21% -$30.5K 0.01% 829
2025
Q1 		$140K Sell
1,247
-10
-0.8% -$1.03K 0.01% 696
2024
Q4 		$113K Buy
1,257
+324
+35% +$29.3K 0.01% 791
2024
Q3 		$76.5K Buy
933
+470
+102% +$39.8K 0.01% 789
2024
Q2 		$40.5K Buy
463
+347
+299% +$28.1K 0.01% 803
2024
Q1 		$8.87K Sell
116
-105
-48% -$7.32K ﹤0.01% 1042
2023
Q4 		$14.5K Buy
+221
New +$15K ﹤0.01% 723

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

Smartleaf Asset Management's BJ Position: Q2 2026 in Review

Smartleaf Asset Management held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 989 shares worth $88.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Smartleaf Asset Management first reported a position in BJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q1 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Smartleaf Asset Management held 989 shares of BJs Wholesale Club worth $88.4K as of Q2 2026.
  • Smartleaf Asset Management left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1233 holding.
  • Smartleaf Asset Management first reported a position in BJs Wholesale Club in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's BJs Wholesale Club position peaked at $140K in Q1 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.