New York Life Investment Management’s BJs Wholesale Club BJ Stock Holding History

New York Life Investment Management’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	$1.49M	Buy	17,108 +1,052	+7%	+$96.3K	0.01%	614
2026 Q1	$1.58M	Buy	16,056 +4,296	+37%	+$414K	0.01%	586
2025 Q4	$1.06M	Sell	11,760 -1,565	-12%	-$144K	0.01%	598
2025 Q3	$1.24M	Sell	13,325 -391	-3%	-$40K	0.01%	622
2025 Q2	$1.48M	Sell	13,716 -361	-3%	-$41.1K	0.01%	580
2025 Q1	$1.61M	Buy	14,077 +109	+0.8%	+$11.2K	0.02%	573
2024 Q4	$1.25M	Sell	13,968 -1,312	-9%	-$119K	0.01%	623
2024 Q3	$1.26M	Sell	15,280 -876	-5%	-$74.1K	0.01%	656
2024 Q2	$1.42M	Buy	16,156 +1,358	+9%	+$110K	0.01%	621
2024 Q1	$1.12M	Sell	14,798 -342	-2%	-$23.8K	0.01%	649
2023 Q4	$1.01M	Buy	15,140 +928	+7%	+$62.8K	0.01%	659
2023 Q3	$1.01M	Buy	14,212 +7,519	+112%	+$506K	0.01%	624
2023 Q2	$422K	Buy	+6,693	New	+$463K	﹤0.01%	914

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

RCW

Rheos Capital Works Tokyo, Japan $1.75B AUM 57.75% 1-Year Est. Return

New York Life Investment Management's BJ Position: Q2 2026 in Review

New York Life Investment Management increased its BJs Wholesale Club (BJ) stake by 6.6% in Q2 2026, buying an estimated $96.3K and bringing the position to 17,108 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #614.

New York Life Investment Management first reported a position in BJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.61M in Q1 2025. 341 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

New York Life Investment Management held 17,108 shares of BJs Wholesale Club worth $1.49M as of Q2 2026.
New York Life Investment Management bought 1,052 BJs Wholesale Club shares in Q2 2026, an estimated $96.3K.
BJs Wholesale Club made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #614 holding.
New York Life Investment Management first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 13 quarters since.
New York Life Investment Management's BJs Wholesale Club position peaked at $1.61M in Q1 2025.
341 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.