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Valued Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Valued Wealth Advisors’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 		$3.49K Sell
40
-18
-31% -$1.65K ﹤0.01% 541
2026
Q1 		$5.71K Buy
58
+47
+427% +$4.53K ﹤0.01% 375
2025
Q4 		$991 Buy
11
+1
+10% +$92 ﹤0.01% 471
2025
Q3 		$933 Buy
10
+1
+11% +$102 ﹤0.01% 466
2025
Q2 		$971 Hold
9
– – ﹤0.01% 453
2025
Q1 		$1.03K Buy
9
+5
+125% +$515 ﹤0.01% 483
2024
Q4 		$358 Buy
+4
New +$362 ﹤0.01% 574

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's BJ Position: Q2 2026 in Review

Valued Wealth Advisors reduced its BJs Wholesale Club (BJ) stake by 31% in Q2 2026, selling an estimated $1.65K and leaving 40 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Valued Wealth Advisors first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.71K in Q1 2026. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Valued Wealth Advisors held 40 shares of BJs Wholesale Club worth $3.49K as of Q2 2026.
  • Valued Wealth Advisors sold 18 BJs Wholesale Club shares in Q2 2026, an estimated $1.65K.
  • BJs Wholesale Club made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #541 holding.
  • Valued Wealth Advisors first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • Valued Wealth Advisors's BJs Wholesale Club position peaked at $5.71K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.