EIP
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Epoch Investment Partners’s BJs Wholesale Club BJ Stock Holding History

Epoch Investment Partners’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 		$27.7M Buy
317,385
+74,125
+30% +$6.79M 0.16% 169
2026
Q1 		$23.9M Buy
+243,260
New +$23.5M 0.15% 169
2024
Q3 		– Sell
-184,547
Closed -$16.2M – 373
2024
Q2 		$16.2M Sell
184,547
-642,228
-78% -$52M 0.07% 200
2024
Q1 		$62.5M Sell
826,775
-13,948
-2% -$972K 0.28% 132
2023
Q4 		$56M Buy
840,723
+299,537
+55% +$20.3M 0.26% 153
2023
Q3 		$38.6M Sell
541,186
-63,469
-10% -$4.27M 0.25% 139
2023
Q2 		$38.1M Buy
604,655
+85,114
+16% +$5.89M 0.22% 158
2023
Q1 		$39.5M Buy
519,541
+74,302
+17% +$5.4M 0.24% 147
2022
Q4 		$29.5M Buy
445,239
+186,591
+72% +$13.5M 0.18% 173
2022
Q3 		$18.8M Buy
258,648
+246,837
+2,090% +$17.7M 0.12% 197
2022
Q2 		$736K Sell
11,811
-139,773
-92% -$8.79M ﹤0.01% 374
2022
Q1 		$10.2M Sell
151,584
-88,290
-37% -$5.54M 0.05% 273
2021
Q4 		$16.1M Sell
239,874
-52,843
-18% -$3.3M 0.08% 221
2021
Q3 		$16.1M Buy
292,717
+4,297
+1% +$229K 0.09% 214
2021
Q2 		$13.7M Buy
288,420
+67,381
+30% +$3.09M 0.07% 223
2021
Q1 		$9.92M Sell
221,039
-20,112
-8% -$844K 0.05% 246
2020
Q4 		$8.99M Sell
241,151
-95,582
-28% -$3.82M 0.04% 239
2020
Q3 		$14M Sell
336,733
-10,294
-3% -$426K 0.07% 192
2020
Q2 		$12.9M Buy
+347,027
New +$10.7M 0.07% 195

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

Epoch Investment Partners's BJ Position: Q2 2026 in Review

Epoch Investment Partners increased its BJs Wholesale Club (BJ) stake by 30% in Q2 2026, buying an estimated $6.79M and bringing the position to 317,385 shares worth $27.7M. The position accounts for 0.16% of the portfolio, ranked #169.

Epoch Investment Partners first reported a position in BJ in Q2 2020 and has held it in 19 quarters since. The position peaked at $62.5M in Q1 2024. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Epoch Investment Partners held 317,385 shares of BJs Wholesale Club worth $27.7M as of Q2 2026.
  • Epoch Investment Partners bought 74,125 BJs Wholesale Club shares in Q2 2026, an estimated $6.79M.
  • BJs Wholesale Club made up 0.16% of Epoch Investment Partners's portfolio in Q2 2026, its #169 holding.
  • Epoch Investment Partners first reported a position in BJs Wholesale Club in Q2 2020 and has held it in 19 quarters since.
  • Epoch Investment Partners's BJs Wholesale Club position peaked at $62.5M in Q1 2024.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.