Intentional Wealth Strategies, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 2119881
COLORADO SPRINGS, CO
Position in BJ
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,181
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Intentional Wealth Strategies, LLC holds $244,868 across 1 Discount Stores name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
2,162 | $244,868 |
All Filings in BJ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,181 | 12 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||