WIS
BJ icon

Wright Investors Service’s BJs Wholesale Club BJ Stock Holding History

Wright Investors Service’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 		– Sell
-6,814
Closed -$613K – 154
2025
Q4 		$613K Sell
6,814
-20
-0.3% -$1.84K 0.18% 101
2025
Q3 		$637K Sell
6,834
-900
-12% -$92K 0.18% 103
2025
Q2 		$834K Buy
+7,734
New +$881K 0.25% 90

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wright Investors Service's BJ Position: Q1 2026 in Review

Wright Investors Service sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 6,814 shares — an estimated $613K sold.

Wright Investors Service first reported a position in BJ in Q2 2025 and held it in 3 quarters. The position peaked at $834K in Q2 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Wright Investors Service reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
  • Wright Investors Service sold 6,814 BJs Wholesale Club shares in Q1 2026, an estimated $613K.
  • Wright Investors Service first reported a position in BJs Wholesale Club in Q2 2025 and held it in 3 quarters.
  • Wright Investors Service's BJs Wholesale Club position peaked at $834K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.