ZIM
BJ icon

Zacks Investment Management’s BJs Wholesale Club BJ Stock Holding History

Zacks Investment Management’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 		$12M Buy
137,546
+1,529
+1% +$140K 0.09% 165
2026
Q1 		$13.4M Buy
136,017
+3,741
+3% +$361K 0.11% 153
2025
Q4 		$11.9M Sell
132,276
-3,104
-2% -$285K 0.09% 164
2025
Q3 		$12.6M Buy
135,380
+1,712
+1% +$175K 0.1% 158
2025
Q2 		$14.4M Buy
133,668
+22,695
+20% +$2.59M 0.12% 155
2025
Q1 		$12.7M Buy
110,973
+2,937
+3% +$302K 0.12% 155
2024
Q4 		$9.65M Sell
108,036
-9,984
-8% -$903K 0.09% 167
2024
Q3 		$9.73M Buy
118,020
+7,107
+6% +$601K 0.08% 167
2024
Q2 		$9.74M Buy
110,913
+7,299
+7% +$591K 0.11% 144
2024
Q1 		$7.84M Sell
103,614
-101,951
-50% -$7.11M 0.08% 170
2023
Q4 		$13.7M Sell
205,565
-3,003
-1% -$203K 0.17% 126
2023
Q3 		$14.9M Buy
208,568
+625
+0.3% +$42.1K 0.19% 120
2023
Q2 		$13.1M Sell
207,943
-40,574
-16% -$2.81M 0.16% 128
2023
Q1 		$18.9M Buy
248,517
+84,316
+51% +$6.13M 0.25% 97
2022
Q4 		$10.9M Sell
164,201
-124,894
-43% -$9.05M 0.15% 132
2022
Q3 		$21M Buy
289,095
+43,365
+18% +$3.11M 0.34% 81
2022
Q2 		$15.3M Buy
245,730
+10,914
+5% +$686K 0.23% 102
2022
Q1 		$15.9M Buy
234,816
+10,489
+5% +$659K 0.22% 105
2021
Q4 		$15M Buy
224,327
+16,258
+8% +$1.01M 0.21% 116
2021
Q3 		$11.4M Buy
208,069
+73,219
+54% +$3.91M 0.18% 124
2021
Q2 		$6.42M Sell
134,850
-839
-0.6% -$38.4K 0.1% 158
2021
Q1 		$6.09M Buy
135,689
+5,323
+4% +$223K 0.11% 159
2020
Q4 		$4.86M Buy
+130,366
New +$5.21M 0.09% 165

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

Zacks Investment Management's BJ Position: Q2 2026 in Review

Zacks Investment Management increased its BJs Wholesale Club (BJ) stake by 1.1% in Q2 2026, buying an estimated $140K and bringing the position to 137,546 shares worth $12M. The position accounts for 0.09% of the portfolio, ranked #165.

Zacks Investment Management first reported a position in BJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $21M in Q3 2022. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Zacks Investment Management held 137,546 shares of BJs Wholesale Club worth $12M as of Q2 2026.
  • Zacks Investment Management bought 1,529 BJs Wholesale Club shares in Q2 2026, an estimated $140K.
  • BJs Wholesale Club made up 0.09% of Zacks Investment Management's portfolio in Q2 2026, its #165 holding.
  • Zacks Investment Management first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 23 quarters since.
  • Zacks Investment Management's BJs Wholesale Club position peaked at $21M in Q3 2022.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.