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Cape Investment Advisory’s BJs Wholesale Club BJ Stock Holding History

Cape Investment Advisory’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 		$41.2K Buy
+472
New +$43.2K 0.01% 550
2026
Q1 		– Sell
-209
Closed -$18.8K – 326
2025
Q4 		$18.8K Buy
209
+188
+895% +$17.3K 0.01% 632
2025
Q3 		$1.96K Buy
+21
New +$2.15K ﹤0.01% 678

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

Cape Investment Advisory's BJ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 472 shares worth $41.2K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BJ as recently as Q4 2025.

Cape Investment Advisory first reported a position in BJ in Q3 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Cape Investment Advisory held 472 shares of BJs Wholesale Club worth $41.2K as of Q2 2026.
  • BJs Wholesale Club was a new Cape Investment Advisory position in Q2 2026.
  • BJs Wholesale Club made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #550 holding.
  • Cape Investment Advisory first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.