InceptionR’s BJs Wholesale Club BJ Stock Holding History

InceptionR’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	–	Sell	-5,307	Closed	-$478K	–	658
2025 Q4	$478K	Buy	+5,307	New	+$487K	0.13%	293
2025 Q3	–	Sell	-6,250	Closed	-$674K	–	688
2025 Q2	$674K	Buy	+6,250	New	+$712K	0.16%	237
2025 Q1	–	Sell	-2,996	Closed	-$268K	–	561
2024 Q4	$268K	Sell	2,996 -342	-10%	-$30.9K	0.06%	489
2024 Q3	$275K	Sell	3,338 -6,141	-65%	-$519K	0.07%	473
2024 Q2	$833K	Buy	+9,479	New	+$768K	0.24%	145
2024 Q1	–	Sell	-4,872	Closed	-$325K	–	588
2023 Q4	$325K	Buy	+4,872	New	+$330K	0.23%	198

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

InceptionR's BJ Position: Q1 2026 in Review

InceptionR sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 5,307 shares — an estimated $478K sold.

InceptionR first reported a position in BJ in Q4 2023 and held it in 6 quarters. The position peaked at $833K in Q2 2024. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

InceptionR reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
InceptionR sold 5,307 BJs Wholesale Club shares in Q1 2026, an estimated $478K.
InceptionR first reported a position in BJs Wholesale Club in Q4 2023 and held it in 6 quarters.
InceptionR's BJs Wholesale Club position peaked at $833K in Q2 2024.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.