Capstone Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

Capstone Investment Advisors’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	$2.24M	Buy	22,771 +4,984	+28%	+$481K	﹤0.01%	613
2025 Q4	$1.6M	Sell	17,787 -6,443	-27%	-$591K	﹤0.01%	693
2025 Q3	$2.26M	Buy	+24,230	New	+$2.48M	﹤0.01%	728
2024 Q3	–	Sell	-4,435	Closed	-$390K	–	1924
2024 Q2	$390K	Buy	+4,435	New	+$359K	﹤0.01%	1438
2023 Q4	–	Sell	-9,951	Closed	-$710K	–	2123
2023 Q3	$710K	Buy	9,951 +4,308	+76%	+$290K	﹤0.01%	1141
2023 Q2	$356K	Buy	+5,643	New	+$390K	﹤0.01%	1312

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's BJ Position: Q1 2026 in Review

Capstone Investment Advisors increased its BJs Wholesale Club (BJ) stake by 28% in Q1 2026, buying an estimated $481K and bringing the position to 22,771 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Capstone Investment Advisors first reported a position in BJ in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.26M in Q3 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Capstone Investment Advisors held 22,771 shares of BJs Wholesale Club worth $2.24M as of Q1 2026.
Capstone Investment Advisors bought 4,984 BJs Wholesale Club shares in Q1 2026, an estimated $481K.
BJs Wholesale Club made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #613 holding.
Capstone Investment Advisors first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 6 quarters since.
Capstone Investment Advisors's BJs Wholesale Club position peaked at $2.26M in Q3 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.