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Creative Planning BJ Position History
BJ's Wholesale Club Holdings, Inc. • Consumer Defensive
Quarters held
8
Latest value
$8.6M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46K |
| Q3 2025 | $1.6M |
| Q4 2025 | $2.7M |
| Q1 2026 | $4.3M |
| Q2 2026 | $29K |
| Q2 2026 | $6M |
| Q3 2026 | $57K |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 93.3K | — | — |
| Q3 2026 | $57K | 625 | — | — |
| Q2 2026 | $6M | 68.5K | — | — |
| Q2 2026 | $29K | 333 | — | — |
| Q1 2026 | $4.3M | 43.8K | — | — |
| Q4 2025 | $2.7M | 30.2K | — | — |
| Q3 2025 | $1.6M | 17.2K | — | — |
| Q3 2025 | $46K | 490 | — | — |
Other funds holding BJ
$582.9M
$538.9M
$453.4M
$453.4M
$342.3M
$214.5M
$211.6M