Algert Global’s BJs Wholesale Club BJ Stock Holding History

Algert Global’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.98M	Buy	91,480 +26,940	+42%	+$2.47M	0.09%	357
2026 Q1	$6.35M	Buy	+64,540	New	+$6.23M	0.1%	365
2025 Q3	–	Sell	-89,488	Closed	-$9.65M	–	1140
2025 Q2	$9.65M	Buy	89,488 +68,420	+325%	+$7.79M	0.2%	139
2025 Q1	$2.4M	Sell	21,068 -9,170	-30%	-$944K	0.06%	546
2024 Q4	$2.7M	Buy	30,238 +12,040	+66%	+$1.09M	0.06%	504
2024 Q3	$1.5M	Hold	18,198	–	–	0.04%	654
2024 Q2	$1.6M	Buy	+18,198	New	+$1.47M	0.05%	534
2023 Q3	–	Sell	-16,575	Closed	-$1.04M	–	1114
2023 Q2	$1.04M	Sell	16,575 -62,057	-79%	-$4.29M	0.05%	646
2023 Q1	$5.98M	Buy	78,632 +54,153	+221%	+$3.93M	0.28%	62
2022 Q4	$1.62M	Hold	24,479	–	–	0.09%	372
2022 Q3	$1.78M	Buy	24,479 +12,902	+111%	+$925K	0.11%	310
2022 Q2	$721K	Sell	11,577 -25,920	-69%	-$1.63M	0.05%	611
2022 Q1	$2.54M	Buy	37,497 +30,295	+421%	+$1.9M	0.17%	156
2021 Q4	$482K	Buy	+7,202	New	+$450K	0.06%	550

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's BJ Position: Q2 2026 in Review

Algert Global increased its BJs Wholesale Club (BJ) stake by 42% in Q2 2026, buying an estimated $2.47M and bringing the position to 91,480 shares worth $7.98M. The position accounts for 0.09% of the portfolio, ranked #357.

Algert Global first reported a position in BJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.65M in Q2 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Algert Global held 91,480 shares of BJs Wholesale Club worth $7.98M as of Q2 2026.
Algert Global bought 26,940 BJs Wholesale Club shares in Q2 2026, an estimated $2.47M.
BJs Wholesale Club made up 0.09% of Algert Global's portfolio in Q2 2026, its #357 holding.
Algert Global first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 14 quarters since.
Algert Global's BJs Wholesale Club position peaked at $9.65M in Q2 2025.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.