Knollwood Investment Advisory’s BJs Wholesale Club BJ Stock Holding History

Knollwood Investment Advisory’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	$1.02M	Hold	10,372	–	–	0.1%	164
2025 Q4	$934K	Hold	10,372	–	–	0.09%	179
2025 Q3	$967K	Sell	10,372 -91	-0.9%	-$9.3K	0.09%	194
2025 Q2	$1.13M	Hold	10,463	–	–	0.11%	175
2025 Q1	$1.19M	Hold	10,463	–	–	0.13%	166
2024 Q4	$935K	Hold	10,463	–	–	0.1%	202
2024 Q3	$863K	Hold	10,463	–	–	0.09%	212
2024 Q2	$919K	Buy	10,463 +7,013	+203%	+$568K	0.1%	200
2024 Q1	$261K	Hold	3,450	–	–	0.05%	188
2023 Q4	$230K	Buy	+3,450	New	+$233K	0.05%	198

Other funds holding BJ

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's BJ Position: Q1 2026 in Review

Knollwood Investment Advisory held its BJs Wholesale Club (BJ) position steady in Q1 2026 at 10,372 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #164.

Knollwood Investment Advisory first reported a position in BJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q1 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Knollwood Investment Advisory held 10,372 shares of BJs Wholesale Club worth $1.02M as of Q1 2026.
Knollwood Investment Advisory left its BJs Wholesale Club share count unchanged in Q1 2026.
BJs Wholesale Club made up 0.1% of Knollwood Investment Advisory's portfolio in Q1 2026, its #164 holding.
Knollwood Investment Advisory first reported a position in BJs Wholesale Club in Q4 2023 and has held it in 10 quarters since.
Knollwood Investment Advisory's BJs Wholesale Club position peaked at $1.19M in Q1 2025.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.