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

Evergreen 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 		$207K Sell
2,372
-910
-28% -$83.3K ﹤0.01% 1443
2026
Q1 		$323K Sell
3,282
-475
-13% -$45.8K 0.01% 1074
2025
Q4 		$338K Sell
3,757
-463
-11% -$42.5K 0.01% 968
2025
Q3 		$394K Buy
4,220
+1,979
+88% +$202K 0.01% 778
2025
Q2 		$242K Sell
2,241
-38
-2% -$4.33K 0.01% 924
2025
Q1 		$260K Buy
+2,279
New +$235K 0.01% 840

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

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

Evergreen Capital Management reduced its BJs Wholesale Club (BJ) stake by 28% in Q2 2026, selling an estimated $83.3K and leaving 2,372 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Evergreen Capital Management first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $394K in Q3 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Evergreen Capital Management held 2,372 shares of BJs Wholesale Club worth $207K as of Q2 2026.
  • Evergreen Capital Management sold 910 BJs Wholesale Club shares in Q2 2026, an estimated $83.3K.
  • BJs Wholesale Club made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1443 holding.
  • Evergreen Capital Management first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
  • Evergreen Capital Management's BJs Wholesale Club position peaked at $394K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.