Simon Quick Advisors’s BJs Wholesale Club BJ Stock Holding History

Simon Quick Advisors’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	$3.01M	Hold	32,771	–	–	0.11%	118
2026 Q2	$2.86M	Buy	32,771 +619	+2%	+$56.7K	0.12%	124
2026 Q1	$3.16M	Sell	32,152 -369	-1%	-$35.6K	0.14%	110
2025 Q4	$2.93M	Buy	32,521 +3,229	+11%	+$296K	0.13%	107
2025 Q3	$2.73M	Buy	29,292 +277	+1%	+$28.3K	0.12%	112
2025 Q2	$3.13M	Buy	29,015 +747	+3%	+$85.1K	0.16%	90
2025 Q1	$3.23M	Buy	28,268 +2,285	+9%	+$235K	0.18%	62
2024 Q4	$2.32M	Buy	25,983 +5	+0%	+$452	0.14%	73
2024 Q3	$2.14M	Buy	25,978 +1,974	+8%	+$167K	0.14%	79
2024 Q2	$2.11M	Sell	24,004 -58,797	-71%	-$4.76M	0.15%	72
2024 Q1	$6.26M	Buy	+82,801	New	+$5.77M	0.47%	32

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simon Quick Advisors's BJ Position: Q3 2026 in Review

Simon Quick Advisors held its BJs Wholesale Club (BJ) position steady in Q3 2026 at 32,771 shares worth $3.01M. The position accounts for 0.11% of the portfolio, ranked #118.

Simon Quick Advisors first reported a position in BJ in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.26M in Q1 2024. 154 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

Simon Quick Advisors held 32,771 shares of BJs Wholesale Club worth $3.01M as of Q3 2026.
Simon Quick Advisors left its BJs Wholesale Club share count unchanged in Q3 2026.
BJs Wholesale Club made up 0.11% of Simon Quick Advisors's portfolio in Q3 2026, its #118 holding.
Simon Quick Advisors first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 11 quarters since.
Simon Quick Advisors's BJs Wholesale Club position peaked at $6.26M in Q1 2024.
154 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.