Cox Capital Management’s BJs Wholesale Club BJ Stock Holding History

Cox Capital 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	$2.32M	Sell	26,638 -437	-2%	-$40K	1.29%	26
2026 Q1	$2.66M	Buy	27,075 +11,632	+75%	+$1.12M	1.77%	20
2025 Q4	$1.47M	Sell	15,443 -9	-0.1%	-$826	0.92%	33
2025 Q3	$1.44M	Buy	15,452 +122	+0.8%	+$12.5K	0.94%	35
2025 Q2	$1.65M	Sell	15,330 -306	-2%	-$34.9K	1.13%	34
2025 Q1	$1.78M	Sell	15,636 -481	-3%	-$49.5K	1.3%	31
2024 Q4	$1.44M	Buy	16,117 +461	+3%	+$41.7K	0.92%	39
2024 Q3	$1.29M	Buy	+15,656	New	+$1.32M	0.77%	44

Other funds holding BJ

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ACM

Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Cox Capital Management's BJ Position: Q2 2026 in Review

Cox Capital Management reduced its BJs Wholesale Club (BJ) stake by 1.6% in Q2 2026, selling an estimated $40K and leaving 26,638 shares worth $2.32M. The position accounts for 1.29% of the portfolio, ranked #26.

Cox Capital Management first reported a position in BJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.66M in Q1 2026. 211 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Cox Capital Management held 26,638 shares of BJs Wholesale Club worth $2.32M as of Q2 2026.
Cox Capital Management sold 437 BJs Wholesale Club shares in Q2 2026, an estimated $40K.
BJs Wholesale Club made up 1.29% of Cox Capital Management's portfolio in Q2 2026, its #26 holding.
Cox Capital Management first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 8 quarters since.
Cox Capital Management's BJs Wholesale Club position peaked at $2.66M in Q1 2026.
211 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.