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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
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 $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

Heartland Advisors's BJ Position: Q1 2026 in Review

Heartland Advisors reduced its BJs Wholesale Club (BJ) stake by 0.02% in Q1 2026, selling an estimated $579 and leaving 32,149 shares worth $3.16M. The position accounts for 0.16% of the portfolio, ranked #189.

Heartland Advisors first reported a position in BJ in Q3 2025 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Heartland Advisors held 32,149 shares of BJs Wholesale Club worth $3.16M as of Q1 2026.
  • Heartland Advisors sold 6 BJs Wholesale Club shares in Q1 2026, an estimated $579.
  • BJs Wholesale Club made up 0.16% of Heartland Advisors's portfolio in Q1 2026, its #189 holding.
  • Heartland Advisors first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 3 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.