Position in BJ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,914
-$10,576 QoQ
Shares Held
171
-34.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#524
of 632 holders
Holding Since
Mar 2021
20 quarters on record
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $44,517,859 across 6 Discount Stores names. BJ ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
29,995 | $28,059,422 | |
| 2 | WMT |
Walmart Inc.
|
141,149 | $15,986,534 | |
| 3 | TGT |
Target Corp
|
1,940 | $253,383 | |
| 4 | DG |
Dollar General Corp
|
1,628 | $187,399 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
134 | $16,207 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
171 | $14,914 |
All Filings in BJ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,914 | 171 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $25,490 | 259 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $24,308 | 270 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $56,975 | 611 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $72,030 | 668 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $75,420 | 661 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $56,379 | 631 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $61,777 | 749 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $67,812 | 772 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $37,446 | 495 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $51,661 | 775 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,650,359 | 23,124 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,374,248 | 21,810 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,710,129 | 22,481 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $52,928 | 800 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,555,148 | 21,359 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,378,643 | 22,122 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $1,787,496 | 26,691 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $16,476 | 300 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $1,208,169 | 26,932 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||