O'Brien Greene & Co’s BJs Wholesale Club BJ Stock Holding History

O'Brien Greene & Co’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	$394K	Hold	4,000	–	–	0.11%	102
2025 Q4	$360K	Hold	4,000	–	–	0.11%	106
2025 Q3	$373K	Buy	4,000 +500	+14%	+$51.1K	0.11%	103
2025 Q2	$377K	Hold	3,500	–	–	0.12%	97
2025 Q1	$399K	Hold	3,500	–	–	0.13%	91
2024 Q4	$313K	Hold	3,500	–	–	0.1%	109
2024 Q3	$289K	Buy	3,500 +500	+17%	+$42.3K	0.09%	114
2024 Q2	$264K	Hold	3,000	–	–	0.08%	118
2024 Q1	$227K	Sell	3,000 -900	-23%	-$62.7K	0.07%	121
2023 Q4	$260K	Sell	3,900 -9,500	-71%	-$643K	0.09%	114
2023 Q3	$956K	Sell	13,400 -200	-1%	-$13.5K	0.35%	50
2023 Q2	$857K	Buy	13,600 +100	+0.7%	+$6.92K	0.3%	58
2023 Q1	$1.03M	Buy	13,500 +10,000	+286%	+$727K	0.38%	51
2022 Q4	$232K	Buy	+3,500	New	+$254K	0.09%	117

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $2.9T AUM 29.55% 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

O'Brien Greene & Co's BJ Position: Q1 2026 in Review

O'Brien Greene & Co held its BJs Wholesale Club (BJ) position steady in Q1 2026 at 4,000 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #102.

O'Brien Greene & Co first reported a position in BJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2023. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

O'Brien Greene & Co held 4,000 shares of BJs Wholesale Club worth $394K as of Q1 2026.
O'Brien Greene & Co left its BJs Wholesale Club share count unchanged in Q1 2026.
BJs Wholesale Club made up 0.11% of O'Brien Greene & Co's portfolio in Q1 2026, its #102 holding.
O'Brien Greene & Co first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 14 quarters since.
O'Brien Greene & Co's BJs Wholesale Club position peaked at $1.03M in Q1 2023.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.