Athena Wealth Management, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 2128243
RENO, NV
Position in BJ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$522,360
-$45,228 QoQ
Shares Held
5,989
+3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#335
of 632 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Athena Wealth Management, LLC holds $1,334,773 across 2 Discount Stores names. BJ ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
7,173 | $812,413 | |
| 2 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
5,989 | $522,360 |
All Filings in BJ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,360 | 5,989 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $567,588 | 5,767 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $340,403 | 3,781 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||