TD PRIVATE CLIENT WEALTH LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1551017
NEW YORK, NY
Position in BJ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,587,142
-$81,273 QoQ
Shares Held
18,197
+7.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#247
of 632 holders
Holding Since
Sep 2022
16 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $11,759,986 across 8 Discount Stores names. BJ ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
47,153 | $5,340,548 | |
| 2 | COST |
Costco Wholesale Corp /New
|
2,831 | $2,648,315 | |
| 3 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
18,197 | $1,587,142 | |
| 4 | DG |
Dollar General Corp
|
9,071 | $1,044,162 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
7,498 | $576,446 | |
| 6 | TGT |
Target Corp
|
3,999 | $522,309 | |
| 7 | DLTR |
Dollar Tree, Inc.
|
283 | $34,228 | |
| 8 | PSMT |
Pricesmart Inc
|
35 | $6,836 |
All Filings in BJ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,587,142 | 18,197 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,668,415 | 16,952 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,179,393 | 13,100 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,502,910 | 16,117 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,910,855 | 17,721 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,090,996 | 18,326 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,688,804 | 18,901 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,494,537 | 18,120 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,562,058 | 17,783 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $790,542 | 10,450 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $576,675 | 8,651 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $788,995 | 11,055 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $874,956 | 13,886 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $928,738 | 12,209 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $650,882 | 9,838 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $334,052 | 4,588 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||