RAFFA WEALTH MANAGEMENT, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1631073
WASHINGTON, DC
Position in BJ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,657
+$476 QoQ
Shares Held
19
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 632 holders
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $366,281 across 8 Discount Stores names. BJ ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
2,304 | $260,951 | |
| 2 | COST |
Costco Wholesale Corp /New
|
76 | $71,095 | |
| 3 | TGT |
Target Corp
|
121 | $15,803 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
63 | $7,619 | |
| 5 | DG |
Dollar General Corp
|
43 | $4,949 | |
| 6 | PSMT |
Pricesmart Inc
|
18 | $3,516 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
19 | $1,657 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
9 | $691 |
All Filings in BJ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,657 | 19 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,181 | 12 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $900 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $932 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,529 | 21 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||