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 Q2	$963K	Sell	11,045 -11,726	-51%	-$1.07M	﹤0.01%	958
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 $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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's BJ Position: Q2 2026 in Review

Capstone Investment Advisors reduced its BJs Wholesale Club (BJ) stake by 51% in Q2 2026, selling an estimated $1.07M and leaving 11,045 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Capstone Investment Advisors first reported a position in BJ in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Capstone Investment Advisors held 11,045 shares of BJs Wholesale Club worth $963K as of Q2 2026.
Capstone Investment Advisors sold 11,726 BJs Wholesale Club shares in Q2 2026, an estimated $1.07M.
BJs Wholesale Club made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #958 holding.
Capstone Investment Advisors first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 7 quarters since.
Capstone Investment Advisors's BJs Wholesale Club position peaked at $2.26M in Q3 2025.
639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.