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Bell Asset Management’s BJs Wholesale Club BJ Stock Holding History

Bell Asset 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 		$3.05M Buy
34,968
+622
+2% +$56.9K 0.81% 58
2026
Q1 		$3.38M Sell
34,346
-17,110
-33% -$1.65M 0.99% 43
2025
Q4 		$4.66M Buy
51,456
+6,637
+15% +$609K 1.25% 25
2025
Q3 		$4.18M Buy
44,819
+4,730
+12% +$484K 1.14% 32
2025
Q2 		$4.32M Buy
40,089
+790
+2% +$90K 0.95% 46
2025
Q1 		$4.48M Sell
39,299
-17,744
-31% -$1.83M 0.83% 59
2024
Q4 		$5.1M Sell
57,043
-17,384
-23% -$1.57M 0.93% 50
2024
Q3 		$6.14M Sell
74,427
-7,735
-9% -$654K 1.12% 42
2024
Q2 		$7.22M Sell
82,162
-83,038
-50% -$6.72M 1.01% 47
2024
Q1 		$12.5M Sell
165,200
-492
-0.3% -$34.3K 1.83% 12
2023
Q4 		$11M Buy
165,692
+43,619
+36% +$2.95M 1.68% 15
2023
Q3 		$8.71M Buy
122,073
+10,719
+10% +$721K 1.43% 33
2023
Q2 		$7.02M Buy
+111,354
New +$7.7M 1.2% 48

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Asset Management's BJ Position: Q2 2026 in Review

Bell Asset Management increased its BJs Wholesale Club (BJ) stake by 1.8% in Q2 2026, buying an estimated $56.9K and bringing the position to 34,968 shares worth $3.05M. The position accounts for 0.81% of the portfolio, ranked #58.

Bell Asset Management first reported a position in BJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q1 2024. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Bell Asset Management held 34,968 shares of BJs Wholesale Club worth $3.05M as of Q2 2026.
  • Bell Asset Management bought 622 BJs Wholesale Club shares in Q2 2026, an estimated $56.9K.
  • BJs Wholesale Club made up 0.81% of Bell Asset Management's portfolio in Q2 2026, its #58 holding.
  • Bell Asset Management first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 13 quarters since.
  • Bell Asset Management's BJs Wholesale Club position peaked at $12.5M in Q1 2024.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bell Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.