EIP
BJ icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Epoch Investment Partners's BJ Position: Q1 2026 in Review

Epoch Investment Partners opened a new position in BJs Wholesale Club (BJ) in Q1 2026: 243,260 shares worth $23.9M. The stake represents 0.15% of the portfolio and ranks #169 among its holdings. This is a return to the name: Epoch Investment Partners previously reported a position in BJ as recently as Q2 2024.

Epoch Investment Partners first reported a position in BJ in Q2 2020 and has held it in 18 quarters since. The position peaked at $62.5M in Q1 2024. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Epoch Investment Partners held 243,260 shares of BJs Wholesale Club worth $23.9M as of Q1 2026.
  • BJs Wholesale Club was a new Epoch Investment Partners position in Q1 2026.
  • BJs Wholesale Club made up 0.15% of Epoch Investment Partners's portfolio in Q1 2026, its #169 holding.
  • Epoch Investment Partners first reported a position in BJs Wholesale Club in Q2 2020 and has held it in 18 quarters since.
  • Epoch Investment Partners's BJs Wholesale Club position peaked at $62.5M in Q1 2024.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.