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Westwood Holdings Group’s BJs Wholesale Club BJ Stock Holding History

Westwood Holdings 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 		$28.4M Buy
326,094
+896
+0.3% +$82K 0.21% 160
2026
Q1 		$32M Buy
325,198
+44,851
+16% +$4.33M 0.23% 151
2025
Q4 		$25.2M Sell
280,347
-3,571
-1% -$328K 0.21% 170
2025
Q3 		$26.5M Buy
283,918
+79,841
+39% +$8.16M 0.19% 163
2025
Q2 		$22M Buy
204,077
+3,575
+2% +$407K 0.16% 169
2025
Q1 		$22.9M Sell
200,502
-48,491
-19% -$4.99M 0.17% 153
2024
Q4 		$22.2M Buy
248,993
+6,731
+3% +$608K 0.17% 162
2024
Q3 		$20M Buy
242,262
+119,408
+97% +$10.1M 0.08% 213
2024
Q2 		$10.8M Sell
122,854
-7,143
-5% -$578K 0.05% 241
2024
Q1 		$9.83M Buy
129,997
+21,156
+19% +$1.47M 0.08% 209
2023
Q4 		$7.25M Buy
108,841
+104,659
+2,503% +$7.08M 0.06% 228
2023
Q3 		$298K Buy
4,182
+413
+11% +$27.8K ﹤0.01% 408
2023
Q2 		$237K Buy
+3,769
New +$261K ﹤0.01% 461
2023
Q1 		– Sell
-1,720
Closed -$114K – 501
2022
Q4 		$114K Buy
+1,720
New +$125K ﹤0.01% 506
2020
Q4 		– Sell
-69,548
Closed -$2.89M – 439
2020
Q3 		$2.89M Sell
69,548
-1,037,710
-94% -$42.9M 0.04% 264
2020
Q2 		$41.3M Sell
1,107,258
-866,411
-44% -$26.6M 0.55% 54
2020
Q1 		$50.3M Buy
1,973,669
+236,138
+14% +$5.31M 0.76% 39
2019
Q4 		$39.5M Sell
1,737,531
-83,450
-5% -$2.06M 0.42% 63
2019
Q3 		$47.1M Sell
1,820,981
-13,925
-0.8% -$347K 0.52% 55
2019
Q2 		$48.4M Buy
1,834,906
+401,469
+28% +$10.7M 0.53% 51
2019
Q1 		$39.3M Buy
1,433,437
+758,506
+112% +$19.3M 0.41% 70
2018
Q4 		$15M Buy
674,931
+127,143
+23% +$2.92M 0.17% 154
2018
Q3 		$14.7M Buy
547,788
+64,312
+13% +$1.72M 0.13% 177
2018
Q2 		$11.4M Buy
+483,476
New +$11M 0.1% 199

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westwood Holdings Group's BJ Position: Q2 2026 in Review

Westwood Holdings Group increased its BJs Wholesale Club (BJ) stake by 0.28% in Q2 2026, buying an estimated $82K and bringing the position to 326,094 shares worth $28.4M. The position accounts for 0.21% of the portfolio, ranked #160.

Westwood Holdings Group first reported a position in BJ in Q2 2018 and has held it in 24 quarters since. The position peaked at $50.3M in Q1 2020. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Westwood Holdings Group held 326,094 shares of BJs Wholesale Club worth $28.4M as of Q2 2026.
  • Westwood Holdings Group bought 896 BJs Wholesale Club shares in Q2 2026, an estimated $82K.
  • BJs Wholesale Club made up 0.21% of Westwood Holdings Group's portfolio in Q2 2026, its #160 holding.
  • Westwood Holdings Group first reported a position in BJs Wholesale Club in Q2 2018 and has held it in 24 quarters since.
  • Westwood Holdings Group's BJs Wholesale Club position peaked at $50.3M in Q1 2020.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

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