JO
BJ icon

John Overdeck’s BJs Wholesale Club BJ Stock Holding History

John Overdeck’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 		$93.1M Buy
1,066,972
+996,360
+1,411% +$91.2M 0.07% 327
2026
Q1 		$6.95M Buy
70,612
+853
+1% +$82.3K 0.01% 1703
2025
Q4 		$6.28M Sell
69,759
-116,163
-62% -$10.7M 0.01% 1507
2025
Q3 		$17.3M Buy
+185,922
New +$19M 0.03% 686
2025
Q2 		– Sell
-66,712
Closed -$7.61M – 3195
2025
Q1 		$7.61M Sell
66,712
-396,691
-86% -$40.8M 0.02% 893
2024
Q4 		$41.4M Buy
463,403
+221,841
+92% +$20.1M 0.09% 274
2024
Q3 		$19.9M Sell
241,562
-332,969
-58% -$28.2M 0.04% 487
2024
Q2 		$50.5M Buy
+574,531
New +$46.5M 0.12% 209
2023
Q2 		– Sell
-286,843
Closed -$21.8M – 3014
2023
Q1 		$21.8M Buy
286,843
+264,443
+1,181% +$19.2M 0.06% 351
2022
Q4 		$1.48M Buy
+22,400
New +$1.62M ﹤0.01% 1492
2022
Q3 		– Sell
-374,235
Closed -$23.3M – 2483
2022
Q2 		$23.3M Buy
+374,235
New +$23.5M 0.08% 290
2022
Q1 		– Sell
-141,245
Closed -$9.46M – 2792
2021
Q4 		$9.46M Buy
+141,245
New +$8.82M 0.02% 820
2021
Q1 		– Sell
-784,467
Closed -$32.9M – 3823
2020
Q4 		$29.2M Buy
784,467
+670,439
+588% +$26.8M 0.08% 268
2020
Q3 		$4.74M Buy
114,028
+59,785
+110% +$2.47M 0.02% 816
2020
Q2 		$2.02M Buy
+54,243
New +$1.67M 0.01% 1094
2019
Q4 		– Sell
-359,858
Closed -$9.31M – 3636
2019
Q3 		$9.31M Buy
359,858
+244,555
+212% +$6.09M 0.03% 570
2019
Q2 		$3.04M Sell
115,303
-774,037
-87% -$20.6M 0.01% 1176
2019
Q1 		$24.4M Buy
889,340
+849,140
+2,112% +$21.7M 0.08% 329
2018
Q4 		$891K Sell
40,200
-253,660
-86% -$5.83M ﹤0.01% 1724
2018
Q3 		$7.87M Buy
+293,860
New +$7.86M 0.02% 750

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

John Overdeck's BJ Position: Q2 2026 in Review

John Overdeck increased its BJs Wholesale Club (BJ) stake by 1,411% in Q2 2026, buying an estimated $91.2M and bringing the position to 1,066,972 shares worth $93.1M. The position accounts for 0.07% of the portfolio, ranked #327.

John Overdeck first reported a position in BJ in Q3 2018 and has held it in 20 quarters since. 632 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • John Overdeck held 1,066,972 shares of BJs Wholesale Club worth $93.1M as of Q2 2026.
  • John Overdeck bought 996,360 BJs Wholesale Club shares in Q2 2026, an estimated $91.2M.
  • BJs Wholesale Club made up 0.07% of John Overdeck's portfolio in Q2 2026, its #327 holding.
  • John Overdeck first reported a position in BJs Wholesale Club in Q3 2018 and has held it in 20 quarters since.
  • 632 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.