Legacy Wealth Asset Management, LLC

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

CIK 1846151 WOODBURY, MN

Position in BJ

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$386,122

-$50,469 QoQ

Shares Held

4,427

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#361

of 632 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $1,918,961 across 5 Discount Stores names. BJ ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp	4,689	$539,750
2	PSMT	Pricesmart Inc	2,594	$506,711
3	BJ	BJ's Wholesale Club Holdings, Inc. This page	4,427	$386,122
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,394	$260,930
5	COST	Costco Wholesale Corp /New	241	$225,448

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,122	4,427	-0.2%	Shares	Sole	2026-07-09
2026-03-31	$436,591	4,436	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$398,922	4,431	+82.3%	Shares	Sole	2026-01-12
2025-09-30	$226,597	2,430	+1.5%	Shares	Sole	2025-10-14
2025-06-30	$258,145	2,394	-23.1%	Shares	Sole	2025-07-30
2025-03-31	$355,079	3,112	-43.3%	Shares	Sole	2025-04-09
2024-12-31	$490,710	5,492	-17.9%	Shares	Sole	2025-01-15
2024-09-30	$551,708	6,689	+0.2%	Shares	Sole	2024-10-23
2024-06-30	$586,156	6,673	-28.8%	Shares	Sole	2024-08-14
2024-03-31	$708,840	9,370	+0.5%	Shares	Sole	2024-04-19
2023-12-31	$621,204	9,319	+1.4%	Shares	Sole	2024-01-10
2023-09-30	$655,747	9,188	-1.6%	Shares	Sole	2023-11-01
2023-06-30	$588,135	9,334	+2.7%	Shares	Sole	2023-08-04
2023-03-31	$691,248	9,087	+54.9%	Shares	Sole	2023-04-24
2022-12-31	$388,160	5,867	-2.5%	Shares	Sole	2023-02-02
2022-09-30	$438,170	6,018	-27.5%	Shares	Sole	2022-10-14
2022-06-30	$517,069	8,297	-8.9%	Shares	Sole	2022-07-19
2022-03-31	$615,724	9,107	-0.7%	Shares	Sole	2022-05-12
2021-12-31	$614,181	9,171	-4.3%	Shares	Sole	2022-02-10
2021-09-30	$526,298	9,583	+0.4%	Shares	Sole	2021-10-19
2021-06-30	$454,293	9,548	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.