Applied Finance Capital Management’s BJs Wholesale Club BJ Stock Holding History

Applied Finance Capital Management’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	$224K	Sell	2,572 -2,812	-52%	-$257K	0.02%	212
2026 Q1	$530K	Buy	5,384 +32	+0.6%	+$3.09K	0.04%	153
2025 Q4	$482K	Buy	5,352 +2,540	+90%	+$233K	0.03%	157
2025 Q3	$262K	Sell	2,812 -322	-10%	-$32.9K	0.02%	244
2025 Q2	$338K	Sell	3,134 -156	-5%	-$17.8K	0.02%	237
2025 Q1	$375K	Hold	3,290	–	–	0.03%	221
2024 Q4	$294K	Hold	3,290	–	–	0.01%	249
2024 Q3	$271K	Buy	3,290 +157	+5%	+$13.3K	0.01%	263
2024 Q2	$275K	Buy	+3,133	New	+$254K	0.01%	265

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

Applied Finance Capital Management's BJ Position: Q2 2026 in Review

Applied Finance Capital Management reduced its BJs Wholesale Club (BJ) stake by 52% in Q2 2026, selling an estimated $257K and leaving 2,572 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #212.

Applied Finance Capital Management first reported a position in BJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $530K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Applied Finance Capital Management held 2,572 shares of BJs Wholesale Club worth $224K as of Q2 2026.
Applied Finance Capital Management sold 2,812 BJs Wholesale Club shares in Q2 2026, an estimated $257K.
BJs Wholesale Club made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #212 holding.
Applied Finance Capital Management first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 9 quarters since.
Applied Finance Capital Management's BJs Wholesale Club position peaked at $530K in Q1 2026.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.