CX Institutional’s BJs Wholesale Club BJ Stock Holding History

CX Institutional’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	$3K	Sell	29 -131	-82%	-$12K	﹤0.01%	1409
2026 Q1	$16K	Buy	160 +131	+452%	+$12.6K	﹤0.01%	1175
2025 Q4	$3K	Sell	29 -1	-3%	-$92	﹤0.01%	1311
2025 Q3	$3K	Hold	30	–	–	﹤0.01%	1285
2025 Q2	$3K	Hold	30	–	–	﹤0.01%	1124
2025 Q1	$3K	Buy	+30	New	+$3.09K	﹤0.01%	1100
2023 Q4	–	Sell	-53,357	Closed	-$3.81M	–	527
2023 Q3	$3.81M	Buy	+53,357	New	+$3.59M	0.21%	122

Other funds holding BJ

RRAM

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

CAM

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

AIM

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

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's BJ Position: Q2 2026 in Review

CX Institutional reduced its BJs Wholesale Club (BJ) stake by 82% in Q2 2026, selling an estimated $12K and leaving 29 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

CX Institutional first reported a position in BJ in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.81M in Q3 2023. 92 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

CX Institutional held 29 shares of BJs Wholesale Club worth $3K as of Q2 2026.
CX Institutional sold 131 BJs Wholesale Club shares in Q2 2026, an estimated $12K.
BJs Wholesale Club made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1409 holding.
CX Institutional first reported a position in BJs Wholesale Club in Q3 2023 and has held it in 7 quarters since.
CX Institutional's BJs Wholesale Club position peaked at $3.81M in Q3 2023.
92 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.