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
PeriodPosition value
Q4 2025$270K
Q1 2026$453K
Q2 2026$587K
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M13.0K——
Q2 2026$587K6.7K——
Q1 2026$453K4.6K——
Q4 2025$270K3.0K——

Other funds holding BJ

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B