Oppenheimer & Co
BJ icon

Oppenheimer & Co’s BJs Wholesale Club BJ Stock Holding History

Oppenheimer & 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
Q3 		$534K Sell
5,807
-1,012
-15% -$93.9K 0.01% 1187
2026
Q2 		$595K Buy
6,819
+1,380
+25% +$126K 0.01% 1178
2026
Q1 		$535K Sell
5,439
-366
-6% -$35.3K 0.01% 1164
2025
Q4 		$523K Buy
5,805
+1,689
+41% +$155K 0.01% 1060
2025
Q3 		$384K Buy
4,116
+1,531
+59% +$156K ﹤0.01% 1282
2025
Q2 		$279K Sell
2,585
-1,057
-29% -$120K ﹤0.01% 1389
2025
Q1 		$416K Buy
3,642
+207
+6% +$21.3K 0.01% 1144
2024
Q4 		$307K Buy
+3,435
New +$311K ﹤0.01% 1258
2023
Q2 		– Sell
-7,536
Closed -$573K – 1417
2023
Q1 		$573K Buy
+7,536
New +$547K 0.01% 890
2022
Q4 		– Sell
-16,201
Closed -$1.18M – 1355
2022
Q3 		$1.18M Buy
16,201
+12,796
+376% +$917K 0.03% 606
2022
Q2 		$212K Sell
3,405
-50
-1% -$3.14K ﹤0.01% 1244
2022
Q1 		$234K Buy
+3,455
New +$217K ﹤0.01% 1291

Other funds holding BJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Oppenheimer & Co's BJ Position: Q3 2026 in Review

Oppenheimer & Co reduced its BJs Wholesale Club (BJ) stake by 15% in Q3 2026, selling an estimated $93.9K and leaving 5,807 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #1187.

Oppenheimer & Co first reported a position in BJ in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.18M in Q3 2022. 299 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Oppenheimer & Co held 5,807 shares of BJs Wholesale Club worth $534K as of Q3 2026.
  • Oppenheimer & Co sold 1,012 BJs Wholesale Club shares in Q3 2026, an estimated $93.9K.
  • BJs Wholesale Club made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1187 holding.
  • Oppenheimer & Co first reported a position in BJs Wholesale Club in Q1 2022 and has held it in 12 quarters since.
  • Oppenheimer & Co's BJs Wholesale Club position peaked at $1.18M in Q3 2022.
  • 299 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.