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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
Q2 		$14.9K Sell
171
-88
-34% -$8.05K ﹤0.01% 1532
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
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

Spire Wealth Management's BJ Position: Q2 2026 in Review

Spire Wealth Management reduced its BJs Wholesale Club (BJ) stake by 34% in Q2 2026, selling an estimated $8.05K and leaving 171 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Spire Wealth Management first reported a position in BJ in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q4 2021. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Spire Wealth Management held 171 shares of BJs Wholesale Club worth $14.9K as of Q2 2026.
  • Spire Wealth Management sold 88 BJs Wholesale Club shares in Q2 2026, an estimated $8.05K.
  • BJs Wholesale Club made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1532 holding.
  • Spire Wealth Management first reported a position in BJs Wholesale Club in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's BJs Wholesale Club position peaked at $1.79M in Q4 2021.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.