Baird Financial Group
BJ icon

Baird Financial Group’s BJs Wholesale Club BJ Stock Holding History

Baird Financial Group’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
Q1 		$14.6M Sell
148,206
-187,378
-56% -$18.1M 0.02% 455
2025
Q4 		$30.2M Buy
335,584
+11,521
+4% +$1.06M 0.05% 268
2025
Q3 		$30.2M Sell
324,063
-91,451
-22% -$9.35M 0.05% 279
2025
Q2 		$44.8M Sell
415,514
-43,581
-9% -$4.96M 0.08% 207
2025
Q1 		$52.4M Sell
459,095
-277,614
-38% -$28.6M 0.1% 165
2024
Q4 		$65.8M Sell
736,709
-80,546
-10% -$7.28M 0.13% 143
2024
Q3 		$67.4M Buy
817,255
+86,837
+12% +$7.35M 0.13% 152
2024
Q2 		$64.2M Sell
730,418
-59,021
-7% -$4.78M 0.13% 161
2024
Q1 		$59.7M Buy
789,439
+179,573
+29% +$12.5M 0.13% 180
2023
Q4 		$40.7M Buy
609,866
+4,912
+0.8% +$332K 0.09% 217
2023
Q3 		$43.2M Buy
+604,954
New +$40.7M 0.12% 184
2022
Q3 		– Sell
-5,119
Closed -$319K – 1713
2022
Q2 		$319K Buy
+5,119
New +$322K ﹤0.01% 1530

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group's BJ Position: Q1 2026 in Review

Baird Financial Group reduced its BJs Wholesale Club (BJ) stake by 56% in Q1 2026, selling an estimated $18.1M and leaving 148,206 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #455.

Baird Financial Group first reported a position in BJ in Q2 2022 and has held it in 12 quarters since. The position peaked at $67.4M in Q3 2024. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Baird Financial Group held 148,206 shares of BJs Wholesale Club worth $14.6M as of Q1 2026.
  • Baird Financial Group sold 187,378 BJs Wholesale Club shares in Q1 2026, an estimated $18.1M.
  • BJs Wholesale Club made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #455 holding.
  • Baird Financial Group first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 12 quarters since.
  • Baird Financial Group's BJs Wholesale Club position peaked at $67.4M in Q3 2024.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.