Institute for Wealth Management, LLC.
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1533954
DENVER, CO
Position in BJ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$180,109
-$57,673 QoQ
Shares Held
2,065
-14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#450
of 632 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,049,696 across 6 Discount Stores names. BJ ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
8,589 | $8,034,751 | |
| 2 | WMT |
Walmart Inc.
|
18,826 | $2,132,232 | |
| 3 | TGT |
Target Corp
|
1,894 | $247,375 | |
| 4 | DG |
Dollar General Corp
|
2,034 | $234,133 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
1,828 | $221,096 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
2,065 | $180,109 |
All Filings in BJ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,109 | 2,065 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $237,782 | 2,416 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $232,007 | 2,577 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $250,842 | 2,690 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||