Sumitomo Mitsui Trust Group’s BJs Wholesale Club BJ Stock Holding History

Sumitomo Mitsui Trust Group’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	$717K	Sell	7,281 -102	-1%	-$9.84K	﹤0.01%	889
2025 Q4	$665K	Sell	7,383 -278	-4%	-$25.5K	﹤0.01%	902
2025 Q3	$714K	Sell	7,661 -1,663	-18%	-$170K	﹤0.01%	892
2025 Q2	$1.01M	Buy	9,324 +568	+6%	+$64.7K	﹤0.01%	854
2025 Q1	$999K	Sell	8,756 -84	-1%	-$8.65K	﹤0.01%	858
2024 Q4	$790K	Sell	8,840 -243	-3%	-$22K	﹤0.01%	904
2024 Q3	$749K	Buy	+9,083	New	+$768K	﹤0.01%	924

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

Sumitomo Mitsui Trust Group's BJ Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its BJs Wholesale Club (BJ) stake by 1.4% in Q1 2026, selling an estimated $9.84K and leaving 7,281 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Sumitomo Mitsui Trust Group first reported a position in BJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Sumitomo Mitsui Trust Group held 7,281 shares of BJs Wholesale Club worth $717K as of Q1 2026.
Sumitomo Mitsui Trust Group sold 102 BJs Wholesale Club shares in Q1 2026, an estimated $9.84K.
BJs Wholesale Club made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #889 holding.
Sumitomo Mitsui Trust Group first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 7 quarters since.
Sumitomo Mitsui Trust Group's BJs Wholesale Club position peaked at $1.01M in Q2 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.