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LRI Investments’s BJs Wholesale Club BJ Stock Holding History

LRI Investments’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 		$698 Buy
+8
New +$732 ﹤0.01% 1461
2026
Q1 		– Sell
-847
Closed -$76.3K – 1420
2025
Q4 		$76.3K Buy
847
+75
+10% +$6.88K 0.01% 471
2025
Q3 		$72K Sell
772
-245
-24% -$25K 0.01% 483
2025
Q2 		$110K Hold
1,017
– – 0.01% 417
2025
Q1 		$116K Sell
1,017
-674
-40% -$69.4K 0.01% 382
2024
Q4 		$151K Sell
1,691
-227
-12% -$20.5K 0.01% 332
2024
Q3 		$167K Sell
1,918
-35
-2% -$2.96K 0.02% 317
2024
Q2 		$172K Buy
+1,953
New +$158K 0.02% 280

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

LRI Investments's BJ Position: Q2 2026 in Review

LRI Investments opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 8 shares worth $698. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: LRI Investments previously reported a position in BJ as recently as Q4 2025.

LRI Investments first reported a position in BJ in Q2 2024 and has held it in 8 quarters since. The position peaked at $172K in Q2 2024. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • LRI Investments held 8 shares of BJs Wholesale Club worth $698 as of Q2 2026.
  • BJs Wholesale Club was a new LRI Investments position in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1461 holding.
  • LRI Investments first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's BJs Wholesale Club position peaked at $172K in Q2 2024.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.