IEQ Capital’s BJs Wholesale Club BJ Stock Holding History

IEQ Capital’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	$1.9M	Buy	+21,727	New	+$1.99M	0.01%	820
2025 Q3	–	Sell	-72,891	Closed	-$7.86M	–	1867
2025 Q2	$7.86M	Buy	72,891 +11,965	+20%	+$1.36M	0.05%	297
2025 Q1	$6.95M	Buy	60,926 +31,206	+105%	+$3.21M	0.06%	262
2024 Q4	$2.66M	Buy	+29,720	New	+$2.69M	0.03%	432
2023 Q3	–	Sell	-9,724	Closed	-$613K	–	944
2023 Q2	$613K	Buy	9,724 +464	+5%	+$32.1K	0.01%	503
2023 Q1	$704K	Sell	9,260 -144	-2%	-$10.5K	0.02%	473
2022 Q4	$622K	Sell	9,404 -505	-5%	-$36.6K	0.02%	459
2022 Q3	$721K	Buy	+9,909	New	+$710K	0.02%	446

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital's BJ Position: Q2 2026 in Review

IEQ Capital opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 21,727 shares worth $1.9M. The stake represents 0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: IEQ Capital previously reported a position in BJ as recently as Q2 2025.

IEQ Capital first reported a position in BJ in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.86M in Q2 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

IEQ Capital held 21,727 shares of BJs Wholesale Club worth $1.9M as of Q2 2026.
BJs Wholesale Club was a new IEQ Capital position in Q2 2026.
BJs Wholesale Club made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #820 holding.
IEQ Capital first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 8 quarters since.
IEQ Capital's BJs Wholesale Club position peaked at $7.86M in Q2 2025.
637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.