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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 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. 133 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.
133 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.