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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 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. 141 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.
141 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.