ORI
BJ icon

Oak Ridge Investments’s BJs Wholesale Club BJ Stock Holding History

Oak Ridge 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 		$1.22M Sell
14,012
-513
-4% -$47K 0.07% 119
2026
Q1 		$1.43M Sell
14,525
-3
-0% -$289 0.09% 108
2025
Q4 		$1.31M Sell
14,528
-423
-3% -$38.8K 0.08% 118
2025
Q3 		$1.39M Sell
14,951
-22,528
-60% -$2.3M 0.09% 109
2025
Q2 		$4.04M Sell
37,479
-1,144
-3% -$130K 0.29% 57
2025
Q1 		$4.41M Sell
38,623
-393
-1% -$40.5K 0.37% 50
2024
Q4 		$3.49M Sell
39,016
-5,904
-13% -$534K 0.27% 67
2024
Q3 		$3.71M Sell
44,920
-1,265
-3% -$107K 0.32% 61
2024
Q2 		$4.06M Sell
46,185
-3,623
-7% -$293K 0.39% 61
2024
Q1 		$3.77M Sell
49,808
-2,800
-5% -$195K 0.38% 72
2023
Q4 		$3.51M Sell
52,608
-3,179
-6% -$215K 0.4% 71
2023
Q3 		$3.98M Sell
55,787
-29,224
-34% -$1.97M 0.51% 62
2023
Q2 		$5.36M Sell
85,011
-2,144
-2% -$148K 0.66% 46
2023
Q1 		$6.63M Sell
87,155
-23,012
-21% -$1.67M 0.9% 28
2022
Q4 		$7.29M Sell
110,167
-1,972
-2% -$143K 1.09% 19
2022
Q3 		$8.16M Sell
112,139
-653
-0.6% -$46.8K 1.24% 11
2022
Q2 		$7.03M Sell
112,792
-4,752
-4% -$299K 1.02% 20
2022
Q1 		$7.95M Sell
117,544
-82,433
-41% -$5.18M 0.88% 24
2021
Q4 		$13.4M Sell
199,977
-6,188
-3% -$386K 1.13% 20
2021
Q3 		$11.3M Sell
206,165
-6,580
-3% -$351K 1% 23
2021
Q2 		$10.1M Sell
212,745
-3,270
-2% -$150K 0.88% 31
2021
Q1 		$9.69M Sell
216,015
-5,374
-2% -$225K 0.9% 30
2020
Q4 		$8.25M Sell
221,389
-54,885
-20% -$2.19M 0.73% 43
2020
Q3 		$11.5M Sell
276,274
-21,888
-7% -$905K 0.89% 33
2020
Q2 		$11.1M Sell
298,162
-5,736
-2% -$176K 0.93% 32
2020
Q1 		$7.74M Buy
+303,898
New +$6.83M 0.79% 42

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

Oak Ridge Investments's BJ Position: Q2 2026 in Review

Oak Ridge Investments reduced its BJs Wholesale Club (BJ) stake by 3.5% in Q2 2026, selling an estimated $47K and leaving 14,012 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #119.

Oak Ridge Investments first reported a position in BJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.4M in Q4 2021. 638 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Oak Ridge Investments held 14,012 shares of BJs Wholesale Club worth $1.22M as of Q2 2026.
  • Oak Ridge Investments sold 513 BJs Wholesale Club shares in Q2 2026, an estimated $47K.
  • BJs Wholesale Club made up 0.07% of Oak Ridge Investments's portfolio in Q2 2026, its #119 holding.
  • Oak Ridge Investments first reported a position in BJs Wholesale Club in Q1 2020 and has held it in 26 quarters since.
  • Oak Ridge Investments's BJs Wholesale Club position peaked at $13.4M in Q4 2021.
  • 638 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.