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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 		$454K Buy
5,200
+2,200
+73% +$201K ﹤0.01% 4227
2026
Q1 		$295K Sell
3,000
-1,000
-25% -$96.5K ﹤0.01% 4084
2025
Q4 		$360K Buy
+4,000
New +$367K ﹤0.01% 3496
2021
Q3 		– Sell
-8,000
Closed -$381K – 4239
2021
Q2 		$381K Sell
8,000
-5,000
-38% -$229K ﹤0.01% 3312
2021
Q1 		$583K Sell
13,000
-13,900
-52% -$583K ﹤0.01% 2790
2020
Q4 		$1M Sell
26,900
-1,000
-4% -$40K ﹤0.01% 2005
2020
Q3 		$1.16M Buy
+27,900
New +$1.15M ﹤0.01% 1660

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.