Shelton Capital Management’s BJs Wholesale Club BJ Stock Holding History

Shelton Capital Management’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	$361K	Sell	4,144 -261	-6%	-$23.9K	0.01%	473
2026 Q1	$434K	Hold	4,405	–	–	0.01%	395
2025 Q4	$397K	Sell	4,405 -280	-6%	-$25.7K	0.01%	411
2025 Q3	$437K	Hold	4,685	–	–	0.01%	391
2025 Q2	$505K	Sell	4,685 -139	-3%	-$15.8K	0.01%	335
2025 Q1	$550K	Sell	4,824 -184	-4%	-$18.9K	0.01%	315
2024 Q4	$447K	Sell	5,008 -211	-4%	-$19.1K	0.01%	375
2024 Q3	$430K	Sell	5,219 -119	-2%	-$10.1K	0.01%	379
2024 Q2	$469K	Sell	5,338 -429	-7%	-$34.7K	0.01%	357
2024 Q1	$436K	Hold	5,767	–	–	0.01%	387
2023 Q4	$384K	Sell	5,767 -528	-8%	-$35.7K	0.01%	400
2023 Q3	$449K	Sell	6,295 -332	-5%	-$22.3K	0.02%	336
2023 Q2	$418K	Sell	6,627 -227	-3%	-$15.7K	0.02%	362
2023 Q1	$521K	Hold	6,854	–	–	0.02%	300
2022 Q4	$453K	Sell	6,854 -241	-3%	-$17.5K	0.05%	289
2022 Q3	$517K	Sell	7,095 -266	-4%	-$19.1K	0.02%	303
2022 Q2	$459K	Hold	7,361	–	–	0.02%	340
2022 Q1	$498K	Hold	7,361	–	–	0.02%	358
2021 Q4	$493K	Hold	7,361	–	–	0.02%	377
2021 Q3	$404K	Hold	7,361	–	–	0.02%	425
2021 Q2	$350K	Hold	7,361	–	–	0.01%	501
2021 Q1	$330K	Hold	7,361	–	–	0.01%	520
2020 Q4	$274K	Hold	7,361	–	–	0.01%	532
2020 Q3	$306K	Hold	7,361	–	–	0.01%	541
2020 Q2	$274K	Buy	+7,361	New	+$226K	0.02%	480

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shelton Capital Management's BJ Position: Q2 2026 in Review

Shelton Capital Management reduced its BJs Wholesale Club (BJ) stake by 5.9% in Q2 2026, selling an estimated $23.9K and leaving 4,144 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #473.

Shelton Capital Management first reported a position in BJ in Q2 2020 and has held it in 25 quarters since. The position peaked at $550K in Q1 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Shelton Capital Management held 4,144 shares of BJs Wholesale Club worth $361K as of Q2 2026.
Shelton Capital Management sold 261 BJs Wholesale Club shares in Q2 2026, an estimated $23.9K.
BJs Wholesale Club made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #473 holding.
Shelton Capital Management first reported a position in BJs Wholesale Club in Q2 2020 and has held it in 25 quarters since.
Shelton Capital Management's BJs Wholesale Club position peaked at $550K in Q1 2025.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.