Optima Capital’s BJs Wholesale Club BJ Stock Holding History

Optima Capital’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	–	Sell	-1	Closed	-$90	–	281
2025 Q4	$90	Buy	+1	New	+$92	﹤0.01%	1369

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

Optima Capital's BJ Position: Q1 2026 in Review

Optima Capital sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 1 share — an estimated $90 sold.

Optima Capital first reported a position in BJ in Q4 2025 and held it in 1 quarter. The position peaked at $90 in Q4 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Optima Capital reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 BJs Wholesale Club share in Q1 2026, an estimated $90.
Optima Capital first reported a position in BJs Wholesale Club in Q4 2025 and held it in 1 quarter.
Optima Capital's BJs Wholesale Club position peaked at $90 in Q4 2025.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.