EVOLVE PRIVATE WEALTH, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 2111131
LOS ANGELES, CA
Position in BJ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$208,106
New position
Shares Held
2,386
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#442
of 632 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $15,522,664 across 6 Discount Stores names. BJ ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
52,478 | $5,943,658 | |
| 2 | DG |
Dollar General Corp
|
35,660 | $4,104,822 | |
| 3 | COST |
Costco Wholesale Corp /New
|
3,937 | $3,682,945 | |
| 4 | TGT |
Target Corp
|
10,244 | $1,337,968 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
2,027 | $245,165 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
2,386 | $208,106 |
All Filings in BJ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,106 | 2,386 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||