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Wedmont Private Capital’s BJs Wholesale Club BJ Stock Holding History

Wedmont Private Capital’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
Q3 		$419K Buy
4,226
+755
+22% +$70.1K 0.01% 647
2026
Q2 		$306K Buy
3,471
+72
+2% +$6.59K 0.01% 730
2026
Q1 		$323K Sell
3,399
-13
-0.4% -$1.25K 0.01% 643
2025
Q4 		$301K Buy
3,412
+479
+16% +$44K 0.01% 647
2025
Q3 		$264K Sell
2,933
-694
-19% -$70.9K 0.01% 654
2025
Q2 		$390K Sell
3,627
-118
-3% -$13.4K 0.02% 495
2025
Q1 		$440K Buy
3,745
+923
+33% +$95K 0.02% 418
2024
Q4 		$273K Buy
2,822
+233
+9% +$21.1K 0.01% 563
2024
Q3 		$226K Buy
2,589
+75
+3% +$6.34K 0.01% 601
2024
Q2 		$227K Buy
+2,514
New +$204K 0.01% 578

Other funds holding BJ

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's BJ Position: Q3 2026 in Review

Wedmont Private Capital increased its BJs Wholesale Club (BJ) stake by 22% in Q3 2026, buying an estimated $70.1K and bringing the position to 4,226 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #647.

Wedmont Private Capital first reported a position in BJ in Q2 2024 and has held it in 10 quarters since. The position peaked at $440K in Q1 2025. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Wedmont Private Capital held 4,226 shares of BJs Wholesale Club worth $419K as of Q3 2026.
  • Wedmont Private Capital bought 755 BJs Wholesale Club shares in Q3 2026, an estimated $70.1K.
  • BJs Wholesale Club made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #647 holding.
  • Wedmont Private Capital first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's BJs Wholesale Club position peaked at $440K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.