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Heartland Advisors’s BJs Wholesale Club BJ Stock Holding History

Heartland Advisors’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 		$2.35M Sell
26,982
-5,167
-16% -$473K 0.1% 199
2026
Q1 		$3.16M Sell
32,149
-6
-0% -$579 0.16% 189
2025
Q4 		$2.89M Buy
32,155
+24,109
+300% +$2.21M 0.16% 182
2025
Q3 		$750K Buy
+8,046
New +$822K 0.04% 210

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

Heartland Advisors's BJ Position: Q2 2026 in Review

Heartland Advisors reduced its BJs Wholesale Club (BJ) stake by 16% in Q2 2026, selling an estimated $473K and leaving 26,982 shares worth $2.35M. The position accounts for 0.1% of the portfolio, ranked #199.

Heartland Advisors first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.16M in Q1 2026. 638 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Heartland Advisors held 26,982 shares of BJs Wholesale Club worth $2.35M as of Q2 2026.
  • Heartland Advisors sold 5,167 BJs Wholesale Club shares in Q2 2026, an estimated $473K.
  • BJs Wholesale Club made up 0.1% of Heartland Advisors's portfolio in Q2 2026, its #199 holding.
  • Heartland Advisors first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
  • Heartland Advisors's BJs Wholesale Club position peaked at $3.16M in Q1 2026.
  • 638 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.