Back to BJ
HB Wealth Management, LLC → BJ
HB Wealth Management, LLC BJ Position History
BJ's Wholesale Club Holdings, Inc. • Consumer Defensive
Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $270K |
| Q1 2026 | $453K |
| Q2 2026 | $587K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 13.0K | — | — |
| Q2 2026 | $587K | 6.7K | — | — |
| Q1 2026 | $453K | 4.6K | — | — |
| Q4 2025 | $270K | 3.0K | — | — |
Other funds holding BJ
$582.9M
$538.9M
$453.4M
$453.4M
$342.3M
$214.5M
$211.6M