Wellington Management Group
BJ icon

Wellington Management Group’s BJs Wholesale Club BJ Stock Holding History

Wellington Management 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
Q2 		$286M Buy
3,282,291
+436,827
+15% +$40M 0.05% 319
2026
Q1 		$280M Sell
2,845,464
-607,098
-18% -$58.6M 0.05% 304
2025
Q4 		$311M Buy
3,452,562
+179,723
+5% +$16.5M 0.05% 290
2025
Q3 		$305M Buy
3,272,839
+809,890
+33% +$82.8M 0.05% 299
2025
Q2 		$266M Buy
2,462,949
+1,336,948
+119% +$152M 0.05% 298
2025
Q1 		$128M Buy
1,126,001
+921,139
+450% +$94.9M 0.02% 451
2024
Q4 		$18.3M Sell
204,862
-11,480
-5% -$1.04M ﹤0.01% 995
2024
Q3 		$17.8M Sell
216,342
-39,343
-15% -$3.33M ﹤0.01% 990
2024
Q2 		$22.5M Sell
255,685
-34,150
-12% -$2.77M ﹤0.01% 920
2024
Q1 		$21.9M Sell
289,835
-996,966
-77% -$69.5M ﹤0.01% 925
2023
Q4 		$85.8M Sell
1,286,801
-48,924
-4% -$3.31M 0.02% 591
2023
Q3 		$95.3M Sell
1,335,725
-27,459
-2% -$1.85M 0.02% 542
2023
Q2 		$85.9M Buy
1,363,184
+60,104
+5% +$4.16M 0.02% 585
2023
Q1 		$99.1M Buy
1,303,080
+1,103,071
+552% +$80.1M 0.02% 540
2022
Q4 		$13.2M Buy
200,009
+191,284
+2,192% +$13.9M ﹤0.01% 1015
2022
Q3 		$635K Buy
+8,725
New +$625K ﹤0.01% 1732
2022
Q1 		– Sell
-9,215
Closed -$617K – 2113
2021
Q4 		$617K Sell
9,215
-513
-5% -$32K ﹤0.01% 1906
2021
Q3 		$534K Buy
+9,728
New +$519K ﹤0.01% 1912
2020
Q4 		– Sell
-19,531
Closed -$812K – 1920
2020
Q3 		$812K Sell
19,531
-6,111
-24% -$253K ﹤0.01% 1599
2020
Q2 		$956K Buy
+25,642
New +$787K ﹤0.01% 1505
2019
Q2 		– Sell
-161,687
Closed -$4.43M – 2052
2019
Q1 		$4.43M Buy
161,687
+749
+0.5% +$19.1K ﹤0.01% 1408
2018
Q4 		$3.57M Buy
+160,938
New +$3.7M ﹤0.01% 1471
2018
Q3 		– Sell
-265,942
Closed -$6.29M – 2214
2018
Q2 		$6.29M Buy
+265,942
New +$6.07M ﹤0.01% 1419

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group's BJ Position: Q2 2026 in Review

Wellington Management Group increased its BJs Wholesale Club (BJ) stake by 15% in Q2 2026, buying an estimated $40M and bringing the position to 3,282,291 shares worth $286M. The position accounts for 0.05% of the portfolio, ranked #319.

Wellington Management Group first reported a position in BJ in Q2 2018 and has held it in 23 quarters since. The position peaked at $311M in Q4 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Wellington Management Group held 3,282,291 shares of BJs Wholesale Club worth $286M as of Q2 2026.
  • Wellington Management Group bought 436,827 BJs Wholesale Club shares in Q2 2026, an estimated $40M.
  • BJs Wholesale Club made up 0.05% of Wellington Management Group's portfolio in Q2 2026, its #319 holding.
  • Wellington Management Group first reported a position in BJs Wholesale Club in Q2 2018 and has held it in 23 quarters since.
  • Wellington Management Group's BJs Wholesale Club position peaked at $311M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

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