Yorktown Management & Research Company’s BJs Wholesale Club BJ Stock Holding History

Yorktown Management & Research Company’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
2025 Q4	–	Sell	-2,390	Closed	-$223K	–	220
2025 Q3	$223K	Sell	2,390 -2,000	-46%	-$204K	0.18%	197
2025 Q2	$473K	Sell	4,390 -1,350	-24%	-$154K	0.45%	85
2025 Q1	$655K	Sell	5,740 -4,260	-43%	-$439K	0.71%	28
2024 Q4	$894K	Hold	10,000	–	–	0.86%	15
2024 Q3	$825K	Hold	10,000	–	–	0.85%	19
2024 Q2	$878K	Hold	10,000	–	–	0.94%	13
2024 Q1	$757K	Hold	10,000	–	–	0.72%	27
2023 Q4	$667K	Hold	10,000	–	–	0.7%	40
2023 Q3	$714K	Hold	10,000	–	–	0.8%	21
2023 Q2	$630K	Sell	10,000 -2,900	-22%	-$201K	0.68%	40
2023 Q1	$981K	Hold	12,900	–	–	1.06%	12
2022 Q4	$853K	Hold	12,900	–	–	1.04%	14
2022 Q3	$939K	Hold	12,900	–	–	1.22%	9
2022 Q2	$804K	Sell	12,900 -2,000	-13%	-$126K	1.04%	12
2022 Q1	$1.01M	Sell	14,900 -4,800	-24%	-$301K	0.85%	21
2021 Q4	$1.32M	Buy	19,700 +2,000	+11%	+$125K	0.89%	16
2021 Q3	$972K	Hold	17,700	–	–	0.73%	19
2021 Q2	$842K	Buy	17,700 +1,700	+11%	+$77.8K	0.66%	28
2021 Q1	$718K	Hold	16,000	–	–	0.6%	42
2020 Q4	$596K	Buy	+16,000	New	+$639K	0.54%	49

Other funds holding BJ

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Yorktown Management & Research Company's BJ Position: Q4 2025 in Review

Yorktown Management & Research Company sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 2,390 shares — an estimated $223K sold.

Yorktown Management & Research Company first reported a position in BJ in Q4 2020 and held it in 20 quarters. The position peaked at $1.32M in Q4 2021. 624 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

Yorktown Management & Research Company reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 2,390 BJs Wholesale Club shares in Q4 2025, an estimated $223K.
Yorktown Management & Research Company first reported a position in BJs Wholesale Club in Q4 2020 and held it in 20 quarters.
Yorktown Management & Research Company's BJs Wholesale Club position peaked at $1.32M in Q4 2021.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Yorktown Management & Research Company's 13F filing for Q4 2025, filed 23 Jan 2026.