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True Wealth Design’s BJs Wholesale Club BJ Stock Holding History

True Wealth Design’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 		$65.3K Buy
749
+639
+581% +$58.5K 0.02% 392
2026
Q1 		$10.8K Buy
110
+58
+112% +$5.59K ﹤0.01% 948
2025
Q4 		$4.68K Sell
52
-124
-70% -$11.4K ﹤0.01% 1110
2025
Q3 		$16.4K Sell
176
-120
-41% -$12.3K 0.01% 678
2025
Q2 		$31.9K Buy
296
+6
+2% +$684 0.01% 278
2025
Q1 		$33.1K Buy
290
+29
+11% +$2.99K 0.01% 261
2024
Q4 		$23.3K Buy
261
+215
+467% +$19.4K 0.01% 301
2024
Q3 		$3.79K Buy
46
+43
+1,433% +$3.64K ﹤0.01% 633
2024
Q2 		$264 Buy
3
+1
+50% +$81 ﹤0.01% 723
2024
Q1 		$152 Hold
2
– – ﹤0.01% 756
2023
Q4 		$134 Hold
2
– – ﹤0.01% 725
2023
Q3 		$143 Hold
2
– – ﹤0.01% 686
2023
Q2 		$127 Buy
2
+1
+100% +$69 ﹤0.01% 708
2023
Q1 		$77 Hold
1
– – ﹤0.01% 811
2022
Q4 		$66 Buy
+1
New +$72 ﹤0.01% 764

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

True Wealth Design's BJ Position: Q2 2026 in Review

True Wealth Design increased its BJs Wholesale Club (BJ) stake by 581% in Q2 2026, buying an estimated $58.5K and bringing the position to 749 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #392.

True Wealth Design first reported a position in BJ in Q4 2022 and has held it in 15 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • True Wealth Design held 749 shares of BJs Wholesale Club worth $65.3K as of Q2 2026.
  • True Wealth Design bought 639 BJs Wholesale Club shares in Q2 2026, an estimated $58.5K.
  • BJs Wholesale Club made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #392 holding.
  • True Wealth Design first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 15 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.