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Strategic Wealth Partners’s BJs Wholesale Club BJ Stock Holding History

Strategic Wealth Partners’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 		$485 Buy
+5
New +$482 ﹤0.01% 1320
2019
Q4 		– Sell
-190
Closed -$4 – 168
2019
Q3 		$4 Buy
+190
New +$4.73K ﹤0.01% 654

Other funds holding BJ

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's BJ Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in BJs Wholesale Club (BJ) in Q1 2026: 5 shares worth $485. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in BJ as recently as Q3 2019.

Strategic Wealth Partners first reported a position in BJ in Q3 2019 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Strategic Wealth Partners held 5 shares of BJs Wholesale Club worth $485 as of Q1 2026.
  • BJs Wholesale Club was a new Strategic Wealth Partners position in Q1 2026.
  • BJs Wholesale Club made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1320 holding.
  • Strategic Wealth Partners first reported a position in BJs Wholesale Club in Q3 2019 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.