HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1484205 LONG BEACH, CA

Position in BJ

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,093

-$170 QoQ

Shares Held

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#582

of 632 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $612,160 across 6 Discount Stores names. BJ ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	4,547	$514,993
2	COST	Costco Wholesale Corp /New	101	$94,482
3	BJ	BJ's Wholesale Club Holdings, Inc. This page	24	$2,093
4	DLTR	Dollar Tree, Inc.	3	$362
5	DG	Dollar General Corp	2	$230
6	TGT	Target Corp	0	$0

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,093	24	+4.3%	Shares	Sole	2026-07-21
2026-03-31	$2,263	23	0.0%	Shares	Sole	2026-04-17
2025-12-31	$2,070	23	0.0%	Shares	Sole	2026-01-23
2025-09-30	$2,144	23	0.0%	Shares	Sole	2025-10-16
2025-06-30	$2,480	23	-4.2%	Shares	Sole	2025-07-17
2025-03-31	$2,738	24	+4.3%	Shares	Sole	2025-04-18
2024-12-31	$2,055	23	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.