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Waverly Advisors’s BJs Wholesale Club BJ Stock Holding History

Waverly 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 		$5.57M Buy
63,861
+141
+0.2% +$12.9K 0.03% 421
2026
Q1 		$6.27M Buy
63,720
+612
+1% +$59K 0.05% 353
2025
Q4 		$5.68M Buy
63,108
+11,590
+22% +$1.06M 0.05% 345
2025
Q3 		$4.8M Buy
51,518
+9,602
+23% +$982K 0.05% 328
2025
Q2 		$4.52M Sell
41,916
-19,749
-32% -$2.25M 0.05% 321
2025
Q1 		$7.04M Buy
+61,665
New +$6.35M 0.09% 229

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

Waverly Advisors's BJ Position: Q2 2026 in Review

Waverly Advisors increased its BJs Wholesale Club (BJ) stake by 0.22% in Q2 2026, buying an estimated $12.9K and bringing the position to 63,861 shares worth $5.57M. The position accounts for 0.03% of the portfolio, ranked #421.

Waverly Advisors first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.04M in Q1 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Waverly Advisors held 63,861 shares of BJs Wholesale Club worth $5.57M as of Q2 2026.
  • Waverly Advisors bought 141 BJs Wholesale Club shares in Q2 2026, an estimated $12.9K.
  • BJs Wholesale Club made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #421 holding.
  • Waverly Advisors first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's BJs Wholesale Club position peaked at $7.04M in Q1 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.