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

Spire 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	$25.5K	Sell	259 -11	-4%	-$1.06K	﹤0.01%	1349
2025 Q4	$24.3K	Sell	270 -341	-56%	-$31.3K	﹤0.01%	1411
2025 Q3	$57K	Sell	611 -57	-9%	-$5.83K	﹤0.01%	1187
2025 Q2	$72.1K	Buy	668 +7	+1%	+$797	﹤0.01%	1089
2025 Q1	$75.5K	Buy	661 +30	+5%	+$3.09K	﹤0.01%	1146
2024 Q4	$56.4K	Sell	631 -118	-16%	-$10.7K	﹤0.01%	1238
2024 Q3	$61.8K	Sell	749 -23	-3%	-$1.95K	﹤0.01%	1067
2024 Q2	$67.8K	Buy	772 +277	+56%	+$22.4K	﹤0.01%	1014
2024 Q1	$37.5K	Sell	495 -280	-36%	-$19.5K	﹤0.01%	1309
2023 Q4	$50.9K	Sell	775 -22,349	-97%	-$1.51M	﹤0.01%	1196
2023 Q3	$1.65M	Buy	23,124 +1,314	+6%	+$88.4K	0.06%	248
2023 Q2	$1.37M	Sell	21,810 -671	-3%	-$46.4K	0.05%	285
2023 Q1	$1.71M	Buy	22,481 +21,681	+2,710%	+$1.58M	0.07%	248
2022 Q4	$53K	Sell	800 -20,559	-96%	-$1.49M	﹤0.01%	969
2022 Q3	$1.55M	Sell	21,359 -763	-3%	-$54.7K	0.09%	153
2022 Q2	$1.38M	Buy	+22,122	New	+$1.39M	0.06%	266
2022 Q1	–	Sell	-26,691	Closed	-$1.79M	–	2545
2021 Q4	$1.79M	Buy	26,691 +26,391	+8,797%	+$1.65M	0.04%	330
2021 Q3	$16K	Buy	+300	New	+$16K	﹤0.01%	1937
2021 Q2	–	Sell	-26,932	Closed	-$1.23M	–	2616
2021 Q1	$1.23M	Buy	+26,932	New	+$1.13M	0.03%	385

Other funds holding BJ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return