Sound Income Strategies’s BJs Wholesale Club BJ Stock Holding History

Sound Income Strategies’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	–	Sell	-1,446	Closed	-$137K	–	695
2026 Q1	$137K	Buy	1,446 +4	+0.3%	+$386	0.01%	511
2025 Q4	$135K	Hold	1,442	–	–	0.01%	512
2025 Q3	$128K	Hold	1,442	–	–	0.01%	361
2025 Q2	$155K	Hold	1,442	–	–	0.01%	316
2025 Q1	$165K	Hold	1,442	–	–	0.01%	314
2024 Q4	$129K	Hold	1,442	–	–	0.01%	317
2024 Q3	$119K	Hold	1,442	–	–	0.01%	315
2024 Q2	$127K	Hold	1,442	–	–	0.01%	293
2024 Q1	$109K	Hold	1,442	–	–	0.01%	296
2023 Q4	$96.1K	Hold	1,442	–	–	0.01%	288
2023 Q3	$103K	Hold	1,442	–	–	0.01%	207
2023 Q2	$90.9K	Hold	1,442	–	–	0.01%	227
2023 Q1	$110K	Buy	+1,442	New	+$105K	0.01%	192

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's BJ Position: Q2 2026 in Review

Sound Income Strategies sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 1,446 shares — an estimated $137K sold.

Sound Income Strategies first reported a position in BJ in Q1 2023 and held it in 13 quarters. The position peaked at $165K in Q1 2025. 430 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Sound Income Strategies reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,446 BJs Wholesale Club shares in Q2 2026, an estimated $137K.
Sound Income Strategies first reported a position in BJs Wholesale Club in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's BJs Wholesale Club position peaked at $165K in Q1 2025.
430 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.