Clearstead Advisors, LLC

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 842775 CLEVELAND, OH

Position in BJ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$37,417

+$33,481 QoQ

Shares Held

429

+972.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#488

of 632 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $96,231,225 across 8 Discount Stores names. BJ ranks #7 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	50,028	$46,799,693
2	WMT	Walmart Inc.	382,536	$43,326,027
3	TGT	Target Corp	26,087	$3,407,223
4	DLTR	Dollar Tree, Inc.	12,534	$1,515,987
5	DG	Dollar General Corp	6,581	$757,538
6	PSMT	Pricesmart Inc	1,977	$386,187
7	BJ	BJ's Wholesale Club Holdings, Inc. This page	429	$37,417
8	OLLI	Ollie's Bargain Outlet Holdings, Inc.	15	$1,153

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,417	429	+972.5%	Shares	Sole	2026-08-06
2026-03-31	$3,936	40	-92.2%	Shares	Sole	2026-05-06
2025-12-31	$45,915	510	+24.1%	Shares	Sole	2026-02-09
2025-09-30	$38,325	411	-43.9%	Shares	Sole	2025-11-10
2025-06-30	$79,039	733	+93.9%	Shares	Sole	2025-08-08
2025-03-31	$43,129	378	-82.3%	Shares	Sole	2025-05-13
2024-12-31	$190,762	2,135	-1.2%	Shares	Sole	2025-02-10
2024-09-30	$178,321	2,162	-3.9%	Shares	Sole	2024-11-13
2024-06-30	$197,640	2,250	+3069.0%	Shares	Sole	2024-08-12
2023-09-30	$5,067	71	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.