HB Wealth Management, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1911253
Atlanta, GA
Position in BJ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$587,165
+$133,941 QoQ
Shares Held
6,732
+46.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 632 holders
Holding Since
Dec 2024
7 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, 2026HB Wealth Management, LLC holds $86,956,215 across 7 Discount Stores names. BJ ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
427,579 | $48,427,597 | |
| 2 | COST |
Costco Wholesale Corp /New
|
31,067 | $29,062,246 | |
| 3 | TGT |
Target Corp
|
49,728 | $6,494,974 | |
| 4 | DG |
Dollar General Corp
|
12,972 | $1,493,206 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
5,487 | $663,652 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
6,732 | $587,165 | |
| 7 | PSMT |
Pricesmart Inc
|
1,164 | $227,375 |
All Filings in BJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,165 | 6,732 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $453,224 | 4,605 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $269,819 | 2,997 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $302,223 | 3,241 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $260,840 | 2,419 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $392,732 | 3,442 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $221,141 | 2,475 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||