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 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

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

Simon Quick Advisors's BJ Position: Q2 2026 in Review

Simon Quick Advisors increased its BJs Wholesale Club (BJ) stake by 1.9% in Q2 2026, buying an estimated $56.7K and bringing the position to 32,771 shares worth $2.86M. The position accounts for 0.12% of the portfolio, ranked #124.

Simon Quick Advisors first reported a position in BJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.26M in Q1 2024. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Simon Quick Advisors held 32,771 shares of BJs Wholesale Club worth $2.86M as of Q2 2026.
Simon Quick Advisors bought 619 BJs Wholesale Club shares in Q2 2026, an estimated $56.7K.
BJs Wholesale Club made up 0.12% of Simon Quick Advisors's portfolio in Q2 2026, its #124 holding.
Simon Quick Advisors first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 10 quarters since.
Simon Quick Advisors's BJs Wholesale Club position peaked at $6.26M in Q1 2024.
637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.