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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
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 $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

Waverly Advisors's BJ Position: Q1 2026 in Review

Waverly Advisors increased its BJs Wholesale Club (BJ) stake by 0.97% in Q1 2026, buying an estimated $59K and bringing the position to 63,720 shares worth $6.27M. The position accounts for 0.05% of the portfolio, ranked #353.

Waverly Advisors first reported a position in BJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.04M in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Waverly Advisors held 63,720 shares of BJs Wholesale Club worth $6.27M as of Q1 2026.
  • Waverly Advisors bought 612 BJs Wholesale Club shares in Q1 2026, an estimated $59K.
  • BJs Wholesale Club made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #353 holding.
  • Waverly Advisors first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's BJs Wholesale Club position peaked at $7.04M in Q1 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.